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Valeo Financial Advisors’s MSCI MSCI Stock Holding History

Valeo Financial Advisors’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
Q3 		$229K Sell
425
-36
-8% -$20.6K ﹤0.01% 729
2026
Q2 		$258K Buy
+461
New +$269K 0.01% 674
2026
Q1 		– Sell
-638
Closed -$366K – 850
2025
Q4 		$366K Sell
638
-20
-3% -$11.2K 0.01% 555
2025
Q3 		$373K Sell
658
-34
-5% -$19.2K 0.01% 537
2025
Q2 		$399K Buy
692
+72
+12% +$39.9K 0.01% 503
2025
Q1 		$351K Buy
620
+37
+6% +$21.5K 0.01% 493
2024
Q4 		$350K Buy
583
+7
+1% +$4.2K 0.01% 494
2024
Q3 		$336K Buy
576
+8
+1% +$4.34K 0.01% 508
2024
Q2 		$274K Sell
568
-72
-11% -$35.7K 0.01% 529
2024
Q1 		$298K Buy
640
+3
+0.5% +$1.69K 0.01% 506
2023
Q4 		$360K Buy
637
+92
+17% +$47.5K 0.01% 438
2023
Q3 		$280K Buy
545
+110
+25% +$57.8K 0.01% 477
2023
Q2 		$204K Sell
435
-108
-20% -$52.7K 0.01% 539
2023
Q1 		$304K Buy
543
+95
+21% +$50.3K 0.01% 442
2022
Q4 		$208K Buy
+448
New +$208K 0.01% 475
2021
Q1 		– Sell
-41
Closed -$18K – 2127
2020
Q4 		$18K Hold
41
– – ﹤0.01% 1050
2020
Q3 		$15K Sell
41
-26
-39% -$9.44K ﹤0.01% 984
2020
Q2 		$22K Sell
67
-322
-83% -$104K ﹤0.01% 1030
2020
Q1 		$116K Sell
389
-22
-5% -$6.23K 0.01% 393
2019
Q4 		$106K Sell
411
-16
-4% -$3.9K 0.01% 450
2019
Q3 		$93K Sell
427
-23
-5% -$5.33K 0.01% 448
2019
Q2 		$107K Sell
450
-81
-15% -$18.2K 0.01% 419
2019
Q1 		$106K Buy
531
+58
+12% +$10.1K 0.01% 400
2018
Q4 		$70K Buy
473
+424
+865% +$64.5K 0.01% 442
2018
Q3 		$7K Hold
49
– – ﹤0.01% 1086
2018
Q2 		$8K Sell
49
-57
-54% -$8.99K ﹤0.01% 1018
2018
Q1 		$16K Buy
106
+62
+141% +$8.89K ﹤0.01% 789
2017
Q4 		$6K Buy
44
+40
+1,000% +$4.99K ﹤0.01% 970
2017
Q3 		$0 Buy
+4
New +$444 ﹤0.01% 1184

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's MSCI Position: Q3 2026 in Review

Valeo Financial Advisors reduced its MSCI (MSCI) stake by 7.8% in Q3 2026, selling an estimated $20.6K and leaving 425 shares worth $229K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Valeo Financial Advisors first reported a position in MSCI in Q3 2017 and has held it in 29 quarters since. The position peaked at $399K in Q2 2025. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Valeo Financial Advisors held 425 shares of MSCI worth $229K as of Q3 2026.
  • Valeo Financial Advisors sold 36 MSCI shares in Q3 2026, an estimated $20.6K.
  • MSCI made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #729 holding.
  • Valeo Financial Advisors first reported a position in MSCI in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's MSCI position peaked at $399K in Q2 2025.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.