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WealthBridge Investment Counsel’s MSCI MSCI Stock Holding History

WealthBridge Investment Counsel’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 		$2.98M Buy
5,312
+805
+18% +$470K 0.79% 36
2026
Q1 		$2.43M Sell
4,507
-150
-3% -$84.6K 0.74% 36
2025
Q4 		$2.67M Buy
4,657
+595
+15% +$334K 0.8% 35
2025
Q3 		$2.31M Buy
4,062
+500
+14% +$283K 0.71% 38
2025
Q2 		$2.05M Buy
3,562
+605
+20% +$335K 0.67% 39
2025
Q1 		$1.67M Buy
2,957
+920
+45% +$535K 0.61% 38
2024
Q4 		$1.22M Buy
2,037
+100
+5% +$60K 0.45% 39
2024
Q3 		$1.13M Buy
+1,937
New +$1.05M 0.4% 40

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WealthBridge Investment Counsel's MSCI Position: Q2 2026 in Review

WealthBridge Investment Counsel increased its MSCI (MSCI) stake by 18% in Q2 2026, buying an estimated $470K and bringing the position to 5,312 shares worth $2.98M. The position accounts for 0.79% of the portfolio, ranked #36.

WealthBridge Investment Counsel first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • WealthBridge Investment Counsel held 5,312 shares of MSCI worth $2.98M as of Q2 2026.
  • WealthBridge Investment Counsel bought 805 MSCI shares in Q2 2026, an estimated $470K.
  • MSCI made up 0.79% of WealthBridge Investment Counsel's portfolio in Q2 2026, its #36 holding.
  • WealthBridge Investment Counsel first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • 417 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on WealthBridge Investment Counsel's 13F filing for Q2 2026, filed 15 Jul 2026.