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Avanda Investment Management’s MSCI MSCI Stock Holding History

Avanda 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
Q1 		– Sell
-4,075
Closed -$2.34M – 31
2025
Q4 		$2.34M Sell
4,075
-75
-2% -$42.1K 2.32% 11
2025
Q3 		$2.35M Hold
4,150
– – 1.85% 10
2025
Q2 		$2.39M Sell
4,150
-2,524
-38% -$1.4M 0.79% 19
2025
Q1 		$3.77M Buy
6,674
+107
+2% +$62.2K 1.34% 11
2024
Q4 		$3.94M Sell
6,567
-535
-8% -$321K 1.25% 13
2024
Q3 		$4.14M Sell
7,102
-8,445
-54% -$4.58M 0.81% 19
2024
Q2 		$7.49M Sell
15,547
-2,547
-14% -$1.26M 1.13% 17
2024
Q1 		$10.1M Sell
18,094
-13,307
-42% -$7.48M 1.36% 20
2023
Q4 		$17.8M Buy
+31,401
New +$16.2M 1.73% 23

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

Avanda Investment Management's MSCI Position: Q1 2026 in Review

Avanda Investment Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 4,075 shares — an estimated $2.34M sold.

Avanda Investment Management first reported a position in MSCI in Q4 2023 and held it in 9 quarters. The position peaked at $17.8M in Q4 2023. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Avanda Investment Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Avanda Investment Management sold 4,075 MSCI shares in Q1 2026, an estimated $2.34M.
  • Avanda Investment Management first reported a position in MSCI in Q4 2023 and held it in 9 quarters.
  • Avanda Investment Management's MSCI position peaked at $17.8M in Q4 2023.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Avanda Investment Management's 13F filing for Q1 2026, filed 5 May 2026.