Marks Group Wealth Management, Inc

Position in MSCI — MSCI Inc.

CIK 1802473 MINNETONKA, MN

Position in MSCI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$782,375

+$483,225 QoQ

Shares Held

1,397

+151.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#585

of 1,075 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 99% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $11,819,187 across 5 Financial Data & Stock Exchanges names. MSCI ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICE	Intercontinental Exchange, Inc.	55,098	$6,783,114
2	FDS	Factset Research Systems Inc	15,590	$3,586,947
3	MSCI	MSCI Inc. This page	1,397	$782,375
4	SPGI	S&P Global Inc.	1,016	$391,376
5	MCO	Moodys Corp /De/	608	$275,375

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,375	1,397	+151.7%	Shares	Other	2026-07-28
2026-03-31	$299,150	555	-94.3%	Shares	Other	2026-05-05
2025-12-31	$5,581,245	9,728	-56.0%	Shares	Other	2026-02-11
2025-09-30	$12,542,030	22,104	-3.2%	Shares	Sole	2025-11-10
2025-06-30	$13,175,047	22,844	+2.4%	Shares	Other	2025-07-22
2025-03-31	$12,619,698	22,316	+3.5%	Shares	Other	2025-05-01
2024-12-31	$12,938,015	21,563	+2.9%	Shares	Other	2025-01-29
2024-09-30	$12,221,127	20,965	+6.2%	Shares	Other	2024-10-30
2024-06-30	$9,512,153	19,745	+5.8%	Shares	Other	2024-08-14
2024-03-31	$10,456,875	18,658	+4.9%	Shares	Other	2024-04-29
2023-12-31	$10,064,044	17,792	+3.2%	Shares	Other	2024-02-01
2023-09-30	$8,842,420	17,234	+0.7%	Shares	Other	2023-10-30
2023-06-30	$8,034,713	17,121	+0.5%	Shares	Other	2023-07-19
2023-03-31	$9,531,519	17,030	-2.5%	Shares	Other	2023-05-03
2022-12-31	$8,121,402	17,459	+0.8%	Shares	Other	2023-02-06
2022-09-30	$7,307,511	17,325	+2.7%	Shares	Other	2022-11-14
2022-06-30	$6,952,970	16,870	+5.1%	Shares	Other	2022-08-09
2022-03-31	$8,070,720	16,049	+10.5%	Shares	Other	2022-05-10
2021-12-31	$8,901,160	14,528	+2.2%	Shares	Other	2022-03-03
2021-09-30	$8,651,202	14,221	-15.7%	Shares	Sole	2021-11-15
2021-06-30	$8,993,592	16,871	+0.1%	Shares	Other	2021-08-10
2021-03-31	$7,069,898	16,862	+4.4%	Shares	Sole	2021-05-17
2020-12-31	$7,215,031	16,158	+6.2%	Shares	Other	2021-02-08
2020-09-30	$5,429,120	15,217	+4.0%	Shares	Sole	2020-11-10
2020-06-30	$4,885,121	14,634	-19.9%	Shares	Other	2020-08-10
2020-03-31	$5,280,454	18,274	—	Shares	Other	2020-04-23
No filing history on record for this holder in this stock.