WAG
MSCI icon

Wallace Advisory Group’s MSCI MSCI Stock Holding History

Wallace Advisory Group’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 		$310K Sell
576
-232
-29% -$131K 0.33% 76
2025
Q4 		$464K Sell
808
-528
-40% -$296K 0.49% 48
2025
Q3 		$771K Sell
1,336
-331
-20% -$187K 0.62% 40
2025
Q2 		$943K Buy
1,667
+55
+3% +$30.4K 0.68% 38
2025
Q1 		$967K Buy
1,612
+17
+1% +$9.88K 0.67% 35
2024
Q4 		$930K Buy
1,595
+617
+63% +$370K 0.64% 39
2024
Q3 		$471K Sell
978
-17
-2% -$9.22K 0.34% 75
2024
Q2 		$479K Buy
+995
New +$494K 0.35% 75

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

Wallace Advisory Group's MSCI Position: Q1 2026 in Review

Wallace Advisory Group reduced its MSCI (MSCI) stake by 29% in Q1 2026, selling an estimated $131K and leaving 576 shares worth $310K. The position accounts for 0.33% of the portfolio, ranked #76.

Wallace Advisory Group first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $967K in Q1 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Wallace Advisory Group held 576 shares of MSCI worth $310K as of Q1 2026.
  • Wallace Advisory Group sold 232 MSCI shares in Q1 2026, an estimated $131K.
  • MSCI made up 0.33% of Wallace Advisory Group's portfolio in Q1 2026, its #76 holding.
  • Wallace Advisory Group first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • Wallace Advisory Group's MSCI position peaked at $967K in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.