Position in MSCI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$314,182
-$8,684 QoQ
Shares Held
561
-6.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#760
of 1,074 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Connecticut Wealth Management, LLC holds $5,217,493 across 2 Financial Data & Stock Exchanges names. MSCI ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
10,826 | $4,903,311 | |
| 2 | MSCI |
MSCI Inc.
This page
|
561 | $314,182 |
All Filings in MSCI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $314,182 | 561 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $322,866 | 599 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $350,549 | 611 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $349,524 | 616 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $392,759 | 681 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $398,677 | 705 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $423,007 | 705 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $402,221 | 690 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $339,633 | 705 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $562,131 | 1,003 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $622,780 | 1,101 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,512 | 689 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||