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Valley Wealth Managers’s MSCI MSCI Stock Holding History

Valley Wealth Managers’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 		$673K Buy
1,201
+72
+6% +$42K 0.04% 151
2026
Q1 		$609K Sell
1,129
-16
-1% -$9.02K 0.04% 156
2025
Q4 		$657K Buy
1,145
+59
+5% +$33.1K 0.04% 154
2025
Q3 		$616K Buy
1,086
+148
+16% +$83.7K 0.04% 154
2025
Q2 		$541K Buy
938
+21
+2% +$11.6K 0.04% 157
2025
Q1 		$519K Buy
917
+55
+6% +$32K 0.04% 157
2024
Q4 		$517K Buy
862
+63
+8% +$37.8K 0.04% 155
2024
Q3 		$466K Buy
+799
New +$433K 0.03% 162

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley Wealth Managers's MSCI Position: Q2 2026 in Review

Valley Wealth Managers increased its MSCI (MSCI) stake by 6.4% in Q2 2026, buying an estimated $42K and bringing the position to 1,201 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #151.

Valley Wealth Managers first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Valley Wealth Managers held 1,201 shares of MSCI worth $673K as of Q2 2026.
  • Valley Wealth Managers bought 72 MSCI shares in Q2 2026, an estimated $42K.
  • MSCI made up 0.04% of Valley Wealth Managers's portfolio in Q2 2026, its #151 holding.
  • Valley Wealth Managers first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.