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Schwarz Dygos Wheeler Investment Advisors’s Madison Square Garden MSGS Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio MSGS Stock Details MSGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
+617
New +$218K 0.05% 152
2023
Q2 		– Sell
-1,070
Closed -$208K – 143
2023
Q1 		$208K Buy
+1,070
New +$199K 0.08% 129
2021
Q4 		– Sell
-1,100
Closed -$205K – 139
2021
Q3 		$205K Buy
+1,100
New +$188K 0.08% 126
2020
Q2 		– Sell
-1,454
Closed -$219K – 99
2020
Q1 		$219K Buy
1,454
+154
+12% +$29.9K 0.19% 71
2019
Q4 		$273K Buy
1,300
+84
+7% +$16.5K 0.19% 71
2019
Q3 		$228K Buy
1,216
+169
+16% +$33.1K 0.18% 73
2019
Q2 		$209K Buy
+1,047
New +$223K 0.17% 74

Other funds holding MSGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCI
Starlite Capital INC Dallas, Texas $9.7B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's MSGS Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors opened a new position in Madison Square Garden (MSGS) in Q2 2026: 617 shares worth $248K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: Schwarz Dygos Wheeler Investment Advisors previously reported a position in MSGS as recently as Q1 2023.

Schwarz Dygos Wheeler Investment Advisors first reported a position in MSGS in Q2 2019 and has held it in 7 quarters since. The position peaked at $273K in Q4 2019. 221 funds tracked by Wall St. Rank hold MSGS as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 617 shares of Madison Square Garden worth $248K as of Q2 2026.
  • Madison Square Garden was a new Schwarz Dygos Wheeler Investment Advisors position in Q2 2026.
  • Madison Square Garden made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #152 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Madison Square Garden in Q2 2019 and has held it in 7 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Madison Square Garden position peaked at $273K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held Madison Square Garden as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.