Waldron Private Wealth LLC
- SEC CIK
- 0001598180
- Latest filing
- Jul 20, 2026
MSCI holding history
MSCI Inc. in every 13F filed by Waldron Private Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 3
- Since Q1 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −390−100.0% | Sold out | Holders |
| Q4 2023 | 390 | $220.6K | <0.1% | −8−2.0% | Reduced | Holders |
| Q3 2023 | 398 | $204.2K | <0.1% | +398 | New | Holders |
| Q2 2023 | 0 | $0 | 0.0% | −427−100.0% | Sold out | Holders |
| Q1 2023 | 427 | $239.0K | <0.1% | +427 | New | Holders |