Robertson Stephens Wealth Management, LLC

Position in MSCI — MSCI Inc.

CIK 1767307 San Francisco, CA

Back to MSCI Full portfolio

Position in MSCI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$311,942

+$4,168 QoQ

Shares Held

557

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#762

of 1,074 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 36% Shared 0% None 64%

Common Shares in MSCI Over Time

Shares Held

Position Value (USD)

Position in Financial Data & Stock Exchanges

Financial Services · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $3,352,059 across 4 Financial Data & Stock Exchanges names. MSCI ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	4,618	$1,779,318
2	MCO	Moodys Corp /De/	2,243	$1,015,899
3	MSCI	MSCI Inc. This page	557	$311,942
4	CME	Cme Group Inc.	1,109	$244,900

All Filings in MSCI

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14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$311,942	557	-2.5%	Shares	Sole	2026-07-29
2026-03-31	$307,774	571	+0.5%	Shares	Sole	2026-04-28
2025-12-31	$325,878	568	+3.1%	Shares	Sole	2026-02-02
2025-09-30	$312,642	551	-5.3%	Shares	Sole	2025-11-12
2025-06-30	$335,662	582	+0.7%	Shares	Sole	2025-07-24
2025-03-31	$326,859	578	-24.2%	Shares	Sole	2025-04-17
2024-12-31	$457,807	763	-73.3%	Shares	Sole	2025-01-27
2024-09-30	$1,666,013	2,858	+36.6%	Shares	Sole	2024-11-12
2024-06-30	$1,007,821	2,092	+24.8%	Shares	Sole	2024-08-13
2024-03-31	$939,314	1,676	+284.4%	Shares	Sole	2024-05-15
2023-12-31	$246,623	436	+1.6%	Shares	Sole	2024-02-06
2023-09-30	$220,111	429	+9.7%	Shares	Sole	2023-11-13
2023-03-31	$218,838	391	-7.3%	Shares	Sole	2023-05-11
2021-12-31	$258,555	422	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.