Position in MSCI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,410,740
+$166,166 QoQ
Shares Held
2,519
+9.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#480
of 1,074 holders
Holding Since
Dec 2020
20 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, 2026NewEdge Wealth, LLC holds $9,672,201 across 6 Financial Data & Stock Exchanges names. MSCI ranks #4 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
5,987 | $2,711,632 | |
| 2 | ICE |
Intercontinental Exchange, Inc.
|
17,597 | $2,166,366 | |
| 3 | CME |
Cme Group Inc.
|
7,959 | $1,757,585 | |
| 4 | MSCI |
MSCI Inc.
This page
|
2,519 | $1,410,740 | |
| 5 | SPGI |
S&P Global Inc.
|
2,582 | $994,936 | |
| 6 | CBOE |
Cboe Global Markets, Inc.
|
2,600 | $630,942 |
All Filings in MSCI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,740 | 2,519 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,244,574 | 2,309 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,153,782 | 3,754 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,561,512 | 2,752 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,348,994 | 2,339 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,389,999 | 2,458 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,785,029 | 2,975 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,740,046 | 2,985 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $831,982 | 1,727 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $376,622 | 672 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $350,137 | 619 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $330,936 | 645 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $242,622 | 517 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $249,062 | 445 | Shares | Sole | 2023-05-08 | |
| 2022-03-31 | $1,112,873 | 2,213 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,143,802 | 3,499 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,064,097 | 3,393 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,640,820 | 3,078 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,306,476 | 3,116 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $270,150 | 605 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||