Baron Wealth Management LLC

Position in MSCI — MSCI Inc.

CIK 1968507 TROY, MI

Position in MSCI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$409,389

+$111,856 QoQ

Shares Held

731

+32.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#703

of 1,074 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $2,687,878 across 6 Financial Data & Stock Exchanges names. MSCI ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPGI	S&P Global Inc.	2,163	$788,319
2	MCO	Moodys Corp /De/	1,557	$705,196
3	MSCI	MSCI Inc. This page	731	$409,389
4	CBOE	Cboe Global Markets, Inc.	1,350	$327,604
5	ICE	Intercontinental Exchange, Inc.	2,090	$257,299
6	CME	Cme Group Inc.	906	$200,071

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$409,389	731	+32.4%	Shares	Sole	2026-07-07
2026-03-31	$297,533	552	+42.3%	Shares	Sole	2026-04-16
2025-12-31	$222,607	388	+6.6%	Shares	Sole	2026-01-14
2025-09-30	$206,537	364	+0.8%	Shares	Sole	2025-10-20
2025-06-30	$208,203	361	—	Shares	Sole	2025-07-09
No filing history on record for this holder in this stock.