Align Financial’s MSCI MSCI Stock Holding History

Align Financial’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$49.3K	Hold	88	–	–	0.02%	155
2026 Q1	$47.4K	Sell	88 -50,400	-100%	-$28.4M	0.03%	155
2025 Q4	$50.5K	Buy	+50,488	New	+$28.3M	0.03%	153

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Align Financial's MSCI Position: Q2 2026 in Review

Align Financial held its MSCI (MSCI) position steady in Q2 2026 at 88 shares worth $49.3K. The position accounts for 0.02% of the portfolio, ranked #155.

Align Financial first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $50.5K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Align Financial held 88 shares of MSCI worth $49.3K as of Q2 2026.
Align Financial left its MSCI share count unchanged in Q2 2026.
MSCI made up 0.02% of Align Financial's portfolio in Q2 2026, its #155 holding.
Align Financial first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
Align Financial's MSCI position peaked at $50.5K in Q4 2025.
1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.