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Wilkerson Advisory Group’s MSCI MSCI Stock Holding History

Wilkerson Advisory Group’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 		$8.4K Buy
15
+3
+25% +$1.75K ﹤0.01% 449
2026
Q1 		$6.47K Buy
12
+10
+500% +$5.64K ﹤0.01% 460
2025
Q4 		$1.15K Buy
+2
New +$1.12K ﹤0.01% 542

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

Wilkerson Advisory Group's MSCI Position: Q2 2026 in Review

Wilkerson Advisory Group increased its MSCI (MSCI) stake by 25% in Q2 2026, buying an estimated $1.75K and bringing the position to 15 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Wilkerson Advisory Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wilkerson Advisory Group held 15 shares of MSCI worth $8.4K as of Q2 2026.
  • Wilkerson Advisory Group bought 3 MSCI shares in Q2 2026, an estimated $1.75K.
  • MSCI made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #449 holding.
  • Wilkerson Advisory Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.