Baird Financial Group
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Baird Financial Group’s MSCI MSCI Stock Holding History

Baird Financial 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 		$63.4M Buy
117,605
+1,677
+1% +$946K 0.1% 148
2025
Q4 		$66.5M Sell
115,928
-12,915
-10% -$7.24M 0.1% 148
2025
Q3 		$73.1M Sell
128,843
-16,304
-11% -$9.22M 0.12% 136
2025
Q2 		$83.7M Sell
145,147
-6,161
-4% -$3.41M 0.15% 115
2025
Q1 		$85.6M Sell
151,308
-15,858
-9% -$9.22M 0.16% 109
2024
Q4 		$100M Sell
167,166
-10,552
-6% -$6.33M 0.19% 96
2024
Q3 		$104M Sell
177,718
-17,069
-9% -$9.25M 0.2% 99
2024
Q2 		$93.8M Buy
194,787
+12,241
+7% +$6.07M 0.19% 109
2024
Q1 		$102M Sell
182,546
-809
-0.4% -$455K 0.21% 105
2023
Q4 		$104M Sell
183,355
-70,075
-28% -$36.2M 0.24% 97
2023
Q3 		$130M Buy
253,430
+55,637
+28% +$29.2M 0.35% 58
2023
Q2 		$92.8M Buy
197,793
+30,896
+19% +$15.1M 0.25% 91
2023
Q1 		$93.4M Buy
166,897
+1,752
+1% +$927K 0.23% 96
2022
Q4 		$76.8M Buy
165,145
+19,088
+13% +$8.88M 0.2% 110
2022
Q3 		$61.6M Buy
146,057
+5,856
+4% +$2.68M 0.18% 136
2022
Q2 		$57.8M Buy
140,201
+1,715
+1% +$747K 0.16% 150
2022
Q1 		$69.6M Buy
138,486
+2,798
+2% +$1.45M 0.17% 139
2021
Q4 		$83.1M Sell
135,688
-5,444
-4% -$3.41M 0.19% 125
2021
Q3 		$85.9M Sell
141,132
-20,051
-12% -$12.3M 0.22% 111
2021
Q2 		$85.9M Buy
161,183
+47,930
+42% +$22.8M 0.22% 110
2021
Q1 		$47.5M Sell
113,253
-782
-0.7% -$329K 0.13% 184
2020
Q4 		$50.9M Buy
114,035
+107,212
+1,571% +$42.1M 0.15% 170
2020
Q3 		$2.43M Buy
6,823
+663
+11% +$241K 0.01% 687
2020
Q2 		$2.06M Sell
6,160
-1,202
-16% -$389K 0.01% 715
2020
Q1 		$2.13M Sell
7,362
-628
-8% -$178K 0.01% 668
2019
Q4 		$2.06M Sell
7,990
-21,944
-73% -$5.35M 0.01% 770
2019
Q3 		$6.52M Sell
29,934
-199
-0.7% -$46.1K 0.03% 443
2019
Q2 		$7.2M Buy
30,133
+28,045
+1,343% +$6.29M 0.03% 425
2019
Q1 		$415K Sell
2,088
-765
-27% -$133K ﹤0.01% 1071
2018
Q4 		$421K Buy
+2,853
New +$434K ﹤0.01% 1034

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

Baird Financial Group's MSCI Position: Q1 2026 in Review

Baird Financial Group increased its MSCI (MSCI) stake by 1.4% in Q1 2026, buying an estimated $946K and bringing the position to 117,605 shares worth $63.4M. The position accounts for 0.1% of the portfolio, ranked #148.

Baird Financial Group first reported a position in MSCI in Q4 2018 and has held it in 30 quarters since. The position peaked at $130M in Q3 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Baird Financial Group held 117,605 shares of MSCI worth $63.4M as of Q1 2026.
  • Baird Financial Group bought 1,677 MSCI shares in Q1 2026, an estimated $946K.
  • MSCI made up 0.1% of Baird Financial Group's portfolio in Q1 2026, its #148 holding.
  • Baird Financial Group first reported a position in MSCI in Q4 2018 and has held it in 30 quarters since.
  • Baird Financial Group's MSCI position peaked at $130M in Q3 2023.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.