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Battery Global Advisors’s MSCI MSCI Stock Holding History

Battery Global 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
Q2 		$12.1K Hold
22
– – 0.01% 118
2026
Q1 		$11.6K Sell
22
-1,060
-98% -$598K 0.01% 117
2025
Q4 		$280K Buy
1,082
+1,061
+5,052% +$595K 0.13% 34
2025
Q3 		$12.1K Hold
21
– – 0.01% 116
2025
Q2 		$12.3K Hold
21
– – 0.01% 109
2025
Q1 		$12K Hold
21
– – 0.01% 110
2024
Q4 		$12.7K Hold
21
– – 0.01% 107
2024
Q3 		$12.3K Buy
+21
New +$11.4K 0.01% 108

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

Battery Global Advisors's MSCI Position: Q2 2026 in Review

Battery Global Advisors held its MSCI (MSCI) position steady in Q2 2026 at 22 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #118.

Battery Global Advisors first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $280K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Battery Global Advisors held 22 shares of MSCI worth $12.1K as of Q2 2026.
  • Battery Global Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.01% of Battery Global Advisors's portfolio in Q2 2026, its #118 holding.
  • Battery Global Advisors first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • Battery Global Advisors's MSCI position peaked at $280K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.