Valley Wealth Managers
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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
Q3 		$688K Buy
1,277
+76
+6% +$43.5K 0.04% 152
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Valley Wealth Managers's MSCI Position: Q3 2026 in Review

Valley Wealth Managers increased its MSCI (MSCI) stake by 6.3% in Q3 2026, buying an estimated $43.5K and bringing the position to 1,277 shares worth $688K. The position accounts for 0.04% of the portfolio, ranked #152.

Valley Wealth Managers first reported a position in MSCI in Q3 2024 and has held it in 9 quarters since. 200 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Valley Wealth Managers held 1,277 shares of MSCI worth $688K as of Q3 2026.
  • Valley Wealth Managers bought 76 MSCI shares in Q3 2026, an estimated $43.5K.
  • MSCI made up 0.04% of Valley Wealth Managers's portfolio in Q3 2026, its #152 holding.
  • Valley Wealth Managers first reported a position in MSCI in Q3 2024 and has held it in 9 quarters since.
  • 200 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.