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WealthBridge Capital Management’s MSCI MSCI Stock Holding History

WealthBridge Capital Management’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 		$223K Buy
399
+1
+0.3% +$583 0.04% 222
2026
Q1 		$215K Sell
398
-8
-2% -$4.51K 0.05% 211
2025
Q4 		$233K Hold
406
– – 0.05% 193
2025
Q3 		$230K Buy
406
+8
+2% +$4.52K 0.05% 193
2025
Q2 		$230K Hold
398
– – 0.06% 193
2025
Q1 		$225K Sell
398
-16
-4% -$9.3K 0.06% 187
2024
Q4 		$248K Hold
414
– – 0.07% 178
2024
Q3 		$241K Buy
+414
New +$224K 0.07% 182
2024
Q2 		– Sell
-454
Closed -$254K – 195
2024
Q1 		$254K Hold
454
– – 0.09% 148
2023
Q4 		$257K Buy
454
+3
+0.7% +$1.55K 0.1% 139
2023
Q3 		$231K Sell
451
-5
-1% -$2.63K 0.1% 152
2023
Q2 		$214K Sell
456
-17
-4% -$8.29K 0.09% 171
2023
Q1 		$265K Buy
473
+2
+0.4% +$1.06K 0.11% 160
2022
Q4 		$219K Sell
471
-263
-36% -$122K 0.09% 179
2022
Q3 		$303K Hold
734
– – 0.13% 144
2022
Q2 		$303K Sell
734
-272
-27% -$118K 0.13% 144
2022
Q1 		$506K Sell
1,006
-9
-0.9% -$4.67K 0.19% 105
2021
Q4 		$622K Sell
1,015
-8
-0.8% -$5.02K 0.23% 85
2021
Q3 		$622K Hold
1,023
– – 0.23% 85
2021
Q2 		$545K Sell
1,023
-251
-20% -$120K 0.2% 92
2021
Q1 		$534K Sell
1,274
-10
-0.8% -$4.2K 0.22% 87
2020
Q4 		$573K Sell
1,284
-71
-5% -$27.9K 0.25% 80
2020
Q3 		$483K Sell
1,355
-50
-4% -$18.2K 0.25% 76
2020
Q2 		$469K Sell
1,405
-81
-5% -$26.2K 0.27% 72
2020
Q1 		$429K Hold
1,486
– – 0.3% 70
2019
Q4 		$384K Sell
1,486
-282
-16% -$68.7K 0.25% 83
2019
Q3 		$385K Buy
1,768
+53
+3% +$12.3K 0.28% 76
2019
Q2 		$253K Sell
1,715
-215
-11% -$48.2K 0.23% 88
2019
Q1 		$428K Buy
1,930
+215
+13% +$37.4K 0.27% 68
2018
Q4 		$253K Buy
+1,715
New +$261K 0.19% 88

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

WealthBridge Capital Management's MSCI Position: Q2 2026 in Review

WealthBridge Capital Management increased its MSCI (MSCI) stake by 0.25% in Q2 2026, buying an estimated $583 and bringing the position to 399 shares worth $223K. The position accounts for 0.04% of the portfolio, ranked #222.

WealthBridge Capital Management first reported a position in MSCI in Q4 2018 and has held it in 30 quarters since. The position peaked at $622K in Q4 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • WealthBridge Capital Management held 399 shares of MSCI worth $223K as of Q2 2026.
  • WealthBridge Capital Management bought 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up 0.04% of WealthBridge Capital Management's portfolio in Q2 2026, its #222 holding.
  • WealthBridge Capital Management first reported a position in MSCI in Q4 2018 and has held it in 30 quarters since.
  • WealthBridge Capital Management's MSCI position peaked at $622K in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.