BGA
MSCI icon

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
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 $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

Battery Global Advisors's MSCI Position: Q1 2026 in Review

Battery Global Advisors reduced its MSCI (MSCI) stake by 98% in Q1 2026, selling an estimated $598K and leaving 22 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #117.

Battery Global Advisors first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $280K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Battery Global Advisors held 22 shares of MSCI worth $11.6K as of Q1 2026.
  • Battery Global Advisors sold 1,060 MSCI shares in Q1 2026, an estimated $598K.
  • MSCI made up 0.01% of Battery Global Advisors's portfolio in Q1 2026, its #117 holding.
  • Battery Global Advisors first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since.
  • Battery Global Advisors's MSCI position peaked at $280K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Battery Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.