Position in MSCI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$672,608
+$64,066 QoQ
Shares Held
1,201
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#616
of 1,074 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in MSCI Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $672,608 across 1 Financial Data & Stock Exchanges name. MSCI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
This page
|
1,201 | $672,608 |
All Filings in MSCI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,608 | 1,201 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $608,542 | 1,129 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $656,920 | 1,145 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $616,207 | 1,086 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $540,982 | 938 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $518,563 | 917 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $517,208 | 862 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $465,761 | 799 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||