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Wealthspire Advisors (New York)’s MSCI MSCI Stock Holding History

Wealthspire Advisors (New York)’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 		– Sell
-714
Closed -$385K – 1318
2026
Q1 		$385K Sell
714
-390
-35% -$220K ﹤0.01% 656
2025
Q4 		$633K Buy
1,104
+400
+57% +$224K 0.01% 547
2025
Q3 		$399K Sell
704
-467
-40% -$264K ﹤0.01% 594
2025
Q2 		$675K Buy
1,171
+186
+19% +$103K ﹤0.01% 466
2025
Q1 		$557K Buy
985
+171
+21% +$99.4K ﹤0.01% 492
2024
Q4 		$489K Sell
814
-94
-10% -$56.4K ﹤0.01% 520
2024
Q3 		$530K Sell
908
-230
-20% -$125K 0.01% 488
2024
Q2 		$548K Sell
1,138
-80
-7% -$39.7K 0.01% 412
2024
Q1 		$683K Buy
1,218
+745
+158% +$419K 0.01% 370
2023
Q4 		$268K Buy
473
+1
+0.2% +$516 ﹤0.01% 550
2023
Q3 		$242K Buy
+472
New +$248K ﹤0.01% 524
2023
Q1 		– Sell
-444
Closed -$207K – 575
2022
Q4 		$207K Buy
+444
New +$207K ﹤0.01% 536
2022
Q1 		– Sell
-636
Closed -$390K – 507
2021
Q4 		$390K Buy
636
+26
+4% +$16.3K 0.01% 364
2021
Q3 		$371K Buy
+610
New +$373K 0.01% 415
2021
Q2 		– Sell
-2,693
Closed -$1.13M – 555
2021
Q1 		$1.13M Sell
2,693
-467
-15% -$196K 0.03% 244
2020
Q4 		$1.41M Buy
3,160
+469
+17% +$184K 0.04% 168
2020
Q3 		$960K Sell
2,691
-197
-7% -$71.5K 0.06% 131
2020
Q2 		$964K Buy
2,888
+284
+11% +$91.8K 0.07% 110
2020
Q1 		$753K Buy
2,604
+1,570
+152% +$445K 0.03% 235
2019
Q4 		$267K Buy
+1,034
New +$252K 0.02% 166
2019
Q1 		– Sell
-9
Closed -$1K – 519
2018
Q4 		$1K Buy
+9
New +$1.37K ﹤0.01% 819

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MSCI Position: Q2 2026 in Review

Wealthspire Advisors (New York) sold out of MSCI (MSCI) in Q2 2026, closing a stake of 714 shares — an estimated $385K sold.

Wealthspire Advisors (New York) first reported a position in MSCI in Q4 2018 and held it in 21 quarters. The position peaked at $1.41M in Q4 2020. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wealthspire Advisors (New York) reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 714 MSCI shares in Q2 2026, an estimated $385K.
  • Wealthspire Advisors (New York) first reported a position in MSCI in Q4 2018 and held it in 21 quarters.
  • Wealthspire Advisors (New York)'s MSCI position peaked at $1.41M in Q4 2020.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.