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Aptus Capital Advisors’s MSCI MSCI Stock Holding History

Aptus Capital Advisors’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
Q1 		– Sell
-658
Closed -$378K – 1750
2025
Q4 		$378K Sell
658
-14
-2% -$7.85K ﹤0.01% 816
2025
Q3 		$381K Sell
672
-21
-3% -$11.9K ﹤0.01% 778
2025
Q2 		$400K Sell
693
-64
-8% -$35.4K ﹤0.01% 737
2025
Q1 		$428K Buy
757
+193
+34% +$112K ﹤0.01% 681
2024
Q4 		$338K Buy
+564
New +$338K ﹤0.01% 743
2021
Q3 		– Sell
-4,124
Closed -$2.2M – 584
2021
Q2 		$2.2M Sell
4,124
-749
-15% -$357K 0.06% 135
2021
Q1 		$2.04M Sell
4,873
-4,977
-51% -$2.09M 0.07% 126
2020
Q4 		$4.4M Buy
9,850
+734
+8% +$288K 0.2% 73
2020
Q3 		$3.25M Sell
9,116
-1,747
-16% -$634K 0.17% 79
2020
Q2 		$3.63M Buy
10,863
+944
+10% +$305K 0.23% 69
2020
Q1 		$2.87M Buy
+9,919
New +$2.81M 0.25% 68

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aptus Capital Advisors's MSCI Position: Q1 2026 in Review

Aptus Capital Advisors sold out of MSCI (MSCI) in Q1 2026, closing a stake of 658 shares — an estimated $378K sold.

Aptus Capital Advisors first reported a position in MSCI in Q1 2020 and held it in 11 quarters. The position peaked at $4.4M in Q4 2020. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Aptus Capital Advisors reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Aptus Capital Advisors sold 658 MSCI shares in Q1 2026, an estimated $378K.
  • Aptus Capital Advisors first reported a position in MSCI in Q1 2020 and held it in 11 quarters.
  • Aptus Capital Advisors's MSCI position peaked at $4.4M in Q4 2020.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.