Turtle Creek Wealth Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
Other funds holding MSCI
Turtle Creek Wealth Advisors's MSCI Position: Q2 2026 in Review
Turtle Creek Wealth Advisors increased its MSCI (MSCI) stake by 30% in Q2 2026, buying an estimated $174K and bringing the position to 1,298 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #208.
Turtle Creek Wealth Advisors first reported a position in MSCI in Q4 2023 and has held it in 5 quarters since. The position peaked at $968K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.
- Turtle Creek Wealth Advisors held 1,298 shares of MSCI worth $727K as of Q2 2026.
- Turtle Creek Wealth Advisors bought 298 MSCI shares in Q2 2026, an estimated $174K.
- MSCI made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #208 holding.
- Turtle Creek Wealth Advisors first reported a position in MSCI in Q4 2023 and has held it in 5 quarters since.
- Turtle Creek Wealth Advisors's MSCI position peaked at $968K in Q4 2025.
- 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.