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Boreal Capital Management’s MSCI MSCI Stock Holding History

Boreal Capital 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 		$1.2M Buy
2,225
+363
+19% +$205K 0.98% 25
2025
Q4 		$1.07M Buy
1,862
+389
+26% +$218K 0.81% 31
2025
Q3 		$836K Buy
1,473
+316
+27% +$179K 0.67% 35
2025
Q2 		$667K Buy
+1,157
New +$640K 0.55% 43

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

Boreal Capital Management's MSCI Position: Q1 2026 in Review

Boreal Capital Management increased its MSCI (MSCI) stake by 19% in Q1 2026, buying an estimated $205K and bringing the position to 2,225 shares worth $1.2M. The position accounts for 0.98% of the portfolio, ranked #25.

Boreal Capital Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Boreal Capital Management held 2,225 shares of MSCI worth $1.2M as of Q1 2026.
  • Boreal Capital Management bought 363 MSCI shares in Q1 2026, an estimated $205K.
  • MSCI made up 0.98% of Boreal Capital Management's portfolio in Q1 2026, its #25 holding.
  • Boreal Capital Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.