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Msci shares owned by Baron Wealth Management

Quarter-by-quarter ownership of Msci (MSCI) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management investment in Msci

Tip: Access up to 7 years of quarterly data

All positions including Msci held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Msci by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $207k 364 567.79
2025-06-30 $208k 361 577.06

More positions owned by Baron Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Snap-on Incorporated (SNA)
Rivian Automotive Com Cl A (RIVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)

View all positions for Baron Wealth Management

Top funds holding Msci

Vanguard Group
BlackRock
State Street Corporation
Bamco
Geode Capital Management
Edgewood Management
Principal Financial Group
Polen Capital Management
T. Rowe Price Investment Management
Morgan Stanley
Jpmorgan Chase & Co
Fiera Capital Corporation
StonePine Asset Management
Mitsubishi UFJ Asset Management
Northern Trust

View all funds holding Msci