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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Valley Wealth Managers's MSCI Position: Q1 2026 in Review

Valley Wealth Managers reduced its MSCI (MSCI) stake by 1.4% in Q1 2026, selling an estimated $9.02K and leaving 1,129 shares worth $609K. The position accounts for 0.04% of the portfolio, ranked #156.

Valley Wealth Managers first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $657K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Valley Wealth Managers held 1,129 shares of MSCI worth $609K as of Q1 2026.
  • Valley Wealth Managers sold 16 MSCI shares in Q1 2026, an estimated $9.02K.
  • MSCI made up 0.04% of Valley Wealth Managers's portfolio in Q1 2026, its #156 holding.
  • Valley Wealth Managers first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since.
  • Valley Wealth Managers's MSCI position peaked at $657K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.