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Ascent Group’s MSCI MSCI Stock Holding History

Ascent Group’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 		$587K Buy
1,088
+292
+37% +$165K 0.02% 465
2025
Q4 		$457K Buy
796
+53
+7% +$29.7K 0.02% 512
2025
Q3 		$422K Buy
743
+145
+24% +$82K 0.01% 531
2025
Q2 		$345K Buy
598
+89
+17% +$49.3K 0.01% 548
2025
Q1 		$288K Buy
+509
New +$296K 0.01% 569

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Ascent Group's MSCI Position: Q1 2026 in Review

Ascent Group increased its MSCI (MSCI) stake by 37% in Q1 2026, buying an estimated $165K and bringing the position to 1,088 shares worth $587K. The position accounts for 0.02% of the portfolio, ranked #465.

Ascent Group first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Ascent Group held 1,088 shares of MSCI worth $587K as of Q1 2026.
  • Ascent Group bought 292 MSCI shares in Q1 2026, an estimated $165K.
  • MSCI made up 0.02% of Ascent Group's portfolio in Q1 2026, its #465 holding.
  • Ascent Group first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Ascent Group's 13F filing for Q1 2026, filed 15 May 2026.