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Spire Wealth Management’s MSCI MSCI Stock Holding History

Spire Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.85M Buy
3,297
+3,243
+6,006% +$1.89M 0.06% 286
2026
Q1 		$29.1K Sell
54
-3,049
-98% -$1.72M ﹤0.01% 1317
2025
Q4 		$1.78M Buy
3,103
+10
+0.3% +$5.61K 0.06% 275
2025
Q3 		$1.76M Buy
3,093
+3,027
+4,586% +$1.71M 0.06% 264
2025
Q2 		$38.1K Sell
66
-488
-88% -$270K ﹤0.01% 1297
2025
Q1 		$313K Sell
554
-3,636
-87% -$2.11M 0.01% 701
2024
Q4 		$2.51M Buy
4,190
+1,153
+38% +$692K 0.08% 215
2024
Q3 		$1.77M Buy
3,037
+2,952
+3,473% +$1.6M 0.06% 260
2024
Q2 		$40.9K Sell
85
-95
-53% -$47.1K ﹤0.01% 1185
2024
Q1 		$101K Hold
180
– – ﹤0.01% 985
2023
Q4 		$99.7K Sell
180
-31
-15% -$16K ﹤0.01% 998
2023
Q3 		$108K Buy
211
+9
+4% +$4.73K ﹤0.01% 931
2023
Q2 		$94.8K Sell
202
-70
-26% -$34.1K ﹤0.01% 987
2023
Q1 		$152K Sell
272
-3
-1% -$1.59K 0.01% 816
2022
Q4 		$128K Buy
275
+21
+8% +$9.77K 0.01% 663
2022
Q3 		$107K Sell
254
-2
-0.8% -$916 0.01% 690
2022
Q2 		$106K Sell
256
-21,796
-99% -$9.49M ﹤0.01% 1011
2022
Q1 		$11.1M Buy
22,052
+21,583
+4,602% +$11.2M 0.3% 87
2021
Q4 		$287K Buy
469
+138
+42% +$86.6K 0.01% 928
2021
Q3 		$201K Buy
331
+17
+5% +$10.4K 0.01% 923
2021
Q2 		$167K Sell
314
-362
-54% -$173K ﹤0.01% 994
2021
Q1 		$285K Buy
+676
New +$284K 0.01% 894

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Spire Wealth Management's MSCI Position: Q2 2026 in Review

Spire Wealth Management increased its MSCI (MSCI) stake by 6,006% in Q2 2026, buying an estimated $1.89M and bringing the position to 3,297 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #286.

Spire Wealth Management first reported a position in MSCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $11.1M in Q1 2022. 186 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Spire Wealth Management held 3,297 shares of MSCI worth $1.85M as of Q2 2026.
  • Spire Wealth Management bought 3,243 MSCI shares in Q2 2026, an estimated $1.89M.
  • MSCI made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #286 holding.
  • Spire Wealth Management first reported a position in MSCI in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's MSCI position peaked at $11.1M in Q1 2022.
  • 186 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.