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Anchor Investment Management’s MSCI MSCI Stock Holding History

Anchor Investment Management’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 		$12.9K Hold
23
– – ﹤0.01% 846
2026
Q1 		$12.4K Sell
23
-3
-12% -$1.69K ﹤0.01% 806
2025
Q4 		$14.9K Sell
26
-3
-10% -$1.68K ﹤0.01% 763
2025
Q3 		$16.5K Hold
29
– – ﹤0.01% 752
2025
Q2 		$16.7K Buy
29
+4
+16% +$2.21K ﹤0.01% 740
2025
Q1 		$14.1K Sell
25
-10
-29% -$5.81K ﹤0.01% 751
2024
Q4 		$21K Hold
35
– – ﹤0.01% 701
2024
Q3 		$20.4K Hold
35
– – ﹤0.01% 696
2024
Q2 		$16.9K Sell
35
-43
-55% -$21.3K ﹤0.01% 684
2024
Q1 		$43.7K Sell
78
-1,043
-93% -$586K ﹤0.01% 558
2023
Q4 		$634K Buy
1,121
+979
+689% +$505K 0.07% 210
2023
Q3 		$72.9K Sell
142
-941
-87% -$494K 0.01% 463
2023
Q2 		$508K Buy
1,083
+716
+195% +$349K 0.06% 230
2023
Q1 		$205K Hold
367
– – 0.03% 342
2022
Q4 		$171K Hold
367
– – 0.02% 355
2022
Q3 		$155K Sell
367
-110
-23% -$50.4K 0.02% 371
2022
Q2 		$197K Hold
477
– – 0.03% 351
2022
Q1 		$240K Sell
477
-4
-0.8% -$2.07K 0.03% 350
2021
Q4 		$295K Buy
481
+7
+1% +$4.39K 0.04% 326
2021
Q3 		$288K Sell
474
-115
-20% -$70.3K 0.04% 306
2021
Q2 		$314K Buy
589
+585
+14,625% +$279K 0.04% 297
2021
Q1 		$1.68K Buy
+4
New +$1.68K ﹤0.01% 887

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Anchor Investment Management's MSCI Position: Q2 2026 in Review

Anchor Investment Management held its MSCI (MSCI) position steady in Q2 2026 at 23 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Anchor Investment Management first reported a position in MSCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $634K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Anchor Investment Management held 23 shares of MSCI worth $12.9K as of Q2 2026.
  • Anchor Investment Management left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #846 holding.
  • Anchor Investment Management first reported a position in MSCI in Q1 2021 and has held it in 22 quarters since.
  • Anchor Investment Management's MSCI position peaked at $634K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.