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Beacon Pointe Advisors’s MSCI MSCI Stock Holding History

Beacon Pointe 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 		$1.91M Buy
3,551
+2,257
+174% +$1.27M 0.01% 746
2025
Q4 		$742K Sell
1,294
-27
-2% -$15.1K 0.01% 928
2025
Q3 		$749K Buy
1,321
+422
+47% +$239K 0.01% 863
2025
Q2 		$518K Sell
899
-423
-32% -$234K 0.01% 871
2025
Q1 		$748K Buy
1,322
+512
+63% +$298K 0.01% 715
2024
Q4 		$486K Sell
810
-117
-13% -$70.2K 0.01% 842
2024
Q3 		$540K Sell
927
-215
-19% -$117K 0.01% 820
2024
Q2 		$550K Buy
1,142
+38
+3% +$18.9K 0.01% 840
2024
Q1 		$619K Sell
1,104
-322
-23% -$181K 0.01% 837
2023
Q4 		$807K Sell
1,426
-186
-12% -$96K 0.01% 734
2023
Q3 		$827K Buy
1,612
+650
+68% +$342K 0.01% 687
2023
Q2 		$452K Sell
962
-131
-12% -$63.9K 0.01% 744
2023
Q1 		$612K Buy
1,093
+141
+15% +$74.6K 0.01% 697
2022
Q4 		$443K Sell
952
-1,970
-67% -$917K 0.01% 736
2022
Q3 		$1.23M Sell
2,922
-202
-6% -$92.5K 0.03% 421
2022
Q2 		$1.29M Sell
3,124
-4,774
-60% -$2.08M 0.03% 410
2022
Q1 		$3.97M Buy
7,898
+6,950
+733% +$3.6M 0.05% 298
2021
Q4 		$581K Sell
948
-7,015
-88% -$4.4M 0.02% 523
2021
Q3 		$4.84M Buy
7,963
+7,085
+807% +$4.33M 0.12% 174
2021
Q2 		$468K Buy
+878
New +$419K 0.02% 497

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

Beacon Pointe Advisors's MSCI Position: Q1 2026 in Review

Beacon Pointe Advisors increased its MSCI (MSCI) stake by 174% in Q1 2026, buying an estimated $1.27M and bringing the position to 3,551 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #746.

Beacon Pointe Advisors first reported a position in MSCI in Q2 2021 and has held it in 20 quarters since. The position peaked at $4.84M in Q3 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Beacon Pointe Advisors held 3,551 shares of MSCI worth $1.91M as of Q1 2026.
  • Beacon Pointe Advisors bought 2,257 MSCI shares in Q1 2026, an estimated $1.27M.
  • MSCI made up 0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #746 holding.
  • Beacon Pointe Advisors first reported a position in MSCI in Q2 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's MSCI position peaked at $4.84M in Q3 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.