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Bridgewater Advisors’s MSCI MSCI Stock Holding History

Bridgewater 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 		$251K Sell
483
-6
-1% -$3.5K 0.01% 419
2026
Q1 		$244K Buy
489
+24
+5% +$13.5K 0.01% 403
2025
Q4 		$274K Sell
465
-17
-4% -$9.54K 0.02% 371
2025
Q3 		$268K Buy
482
+16
+3% +$9.04K 0.02% 372
2025
Q2 		$249K Buy
466
+30
+7% +$16.6K 0.02% 379
2025
Q1 		$236K Buy
+436
New +$253K 0.02% 365

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

Bridgewater Advisors's MSCI Position: Q2 2026 in Review

Bridgewater Advisors reduced its MSCI (MSCI) stake by 1.2% in Q2 2026, selling an estimated $3.5K and leaving 483 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #419.

Bridgewater Advisors first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $274K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bridgewater Advisors held 483 shares of MSCI worth $251K as of Q2 2026.
  • Bridgewater Advisors sold 6 MSCI shares in Q2 2026, an estimated $3.5K.
  • MSCI made up 0.01% of Bridgewater Advisors's portfolio in Q2 2026, its #419 holding.
  • Bridgewater Advisors first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • Bridgewater Advisors's MSCI position peaked at $274K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.