Strategic Wealth Partners’s MSCI MSCI Stock Holding History

Strategic Wealth Partners’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	$2.24K	Hold	4	–	–	﹤0.01%	1178
2026 Q1	$2.16K	Buy	+4	New	+$2.26K	﹤0.01%	1159

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Strategic Wealth Partners's MSCI Position: Q2 2026 in Review

Strategic Wealth Partners held its MSCI (MSCI) position steady in Q2 2026 at 4 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Strategic Wealth Partners first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Strategic Wealth Partners held 4 shares of MSCI worth $2.24K as of Q2 2026.
Strategic Wealth Partners left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1178 holding.
Strategic Wealth Partners first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.