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 Q3	$215K	Buy	400 +1	+0.3%	+$572	0.04%	233
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

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

WealthBridge Capital Management's MSCI Position: Q3 2026 in Review

WealthBridge Capital Management increased its MSCI (MSCI) stake by 0.25% in Q3 2026, buying an estimated $572 and bringing the position to 400 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #233.

WealthBridge Capital Management first reported a position in MSCI in Q4 2018 and has held it in 31 quarters since. The position peaked at $622K in Q4 2021. 217 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

WealthBridge Capital Management held 400 shares of MSCI worth $215K as of Q3 2026.
WealthBridge Capital Management bought 1 MSCI share in Q3 2026, an estimated $572.
MSCI made up 0.04% of WealthBridge Capital Management's portfolio in Q3 2026, its #233 holding.
WealthBridge Capital Management first reported a position in MSCI in Q4 2018 and has held it in 31 quarters since.
WealthBridge Capital Management's MSCI position peaked at $622K in Q4 2021.
217 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on WealthBridge Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.