Question 1

Does NewEdge Wealth own MSCI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, NewEdge Wealth holds 2,519 shares of MSCI, worth $1.4M.

Question 2

How many shares of MSCI does NewEdge Wealth own?

Accepted Answer

As of its Q2 2026 13F, NewEdge Wealth holds 2,519 shares of MSCI.

Question 3

What is NewEdge Wealth's MSCI position worth?

Accepted Answer

As of its Q2 2026 13F, NewEdge Wealth's MSCI position is worth $1.4M.

Question 4

Is NewEdge Wealth buying or selling MSCI?

Accepted Answer

In Q2 2026, NewEdge Wealth increased its MSCI position by 210 shares (+9.1%).

Question 5

When did NewEdge Wealth first buy MSCI?

Accepted Answer

NewEdge Wealth already held MSCI in its Q4 2020 13F, the earliest on record, and has listed it in 20 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2,519	+9.1%	$1.4M	0.0%	$558.04	28
2026-Q1	Decreased	2,309	-38.5%	$1.2M	0.0%	$535.16	0
2025-Q4	Increased	3,754	+36.4%	$2.2M	0.0%	$567.39	34
2025-Q3	Increased	2,752	+17.7%	$1.6M	0.0%	$559.38	30
2025-Q2	Decreased	2,339	-4.8%	$1.3M	0.0%	$566.77	0
2025-Q1	Decreased	2,458	-17.4%	$1.4M	0.0%	$553.99	0
2024-Q4	Decreased	2,975	-0.3%	$1.8M	0.0%	$585.94	0
2024-Q3	Increased	2,985	+72.8%	$1.7M	0.0%	$567.76	39