Position in MSCI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$945,907
-$389,759 QoQ
Shares Held
1,689
-31.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#548
of 1,074 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $945,907 across 1 Financial Data & Stock Exchanges name. MSCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
1,689 | $945,907 |
All Filings in MSCI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,907 | 1,689 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,335,666 | 2,478 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,533,006 | 2,672 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,537,113 | 2,709 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,562,388 | 2,709 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||