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Wedmont Private Capital’s MSCI MSCI Stock Holding History

Wedmont Private Capital’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 		$732K Sell
1,210
-54
-4% -$31.5K 0.02% 431
2026
Q1 		$704K Sell
1,264
-81
-6% -$45.7K 0.02% 393
2025
Q4 		$778K Sell
1,345
-41
-3% -$23K 0.03% 351
2025
Q3 		$789K Buy
1,386
+16
+1% +$9.04K 0.03% 327
2025
Q2 		$797K Sell
1,370
-47
-3% -$26K 0.03% 316
2025
Q1 		$768K Buy
1,417
+13
+0.9% +$7.56K 0.04% 272
2024
Q4 		$808K Buy
1,404
+234
+20% +$140K 0.04% 269
2024
Q3 		$684K Buy
1,170
+82
+8% +$44.5K 0.04% 288
2024
Q2 		$546K Sell
1,088
-154
-12% -$76.4K 0.03% 319
2024
Q1 		$689K Sell
1,242
-3
-0.2% -$1.69K 0.05% 262
2023
Q4 		$676K Buy
1,245
+75
+6% +$38.7K 0.06% 234
2023
Q3 		$603K Buy
1,170
+227
+24% +$119K 0.06% 220
2023
Q2 		$469K Sell
943
-50
-5% -$24.4K 0.05% 257
2023
Q1 		$525K Buy
993
+58
+6% +$30.7K 0.07% 215
2022
Q4 		$439K Sell
935
-385
-29% -$179K 0.07% 231
2022
Q3 		$557K Buy
1,320
+264
+25% +$121K 0.11% 145
2022
Q2 		$435K Buy
1,056
+634
+150% +$276K 0.09% 158
2022
Q1 		$219K Buy
+422
New +$219K 0.05% 296

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM

Wedmont Private Capital's MSCI Position: Q2 2026 in Review

Wedmont Private Capital reduced its MSCI (MSCI) stake by 4.3% in Q2 2026, selling an estimated $31.5K and leaving 1,210 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #431.

Wedmont Private Capital first reported a position in MSCI in Q1 2022 and has held it in 18 quarters since. The position peaked at $808K in Q4 2024. 124 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wedmont Private Capital held 1,210 shares of MSCI worth $732K as of Q2 2026.
  • Wedmont Private Capital sold 54 MSCI shares in Q2 2026, an estimated $31.5K.
  • MSCI made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #431 holding.
  • Wedmont Private Capital first reported a position in MSCI in Q1 2022 and has held it in 18 quarters since.
  • Wedmont Private Capital's MSCI position peaked at $808K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.