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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
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 $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

Bridgewater Advisors's MSCI Position: Q1 2026 in Review

Bridgewater Advisors increased its MSCI (MSCI) stake by 5.2% in Q1 2026, buying an estimated $13.5K and bringing the position to 489 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #403.

Bridgewater Advisors first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Bridgewater Advisors held 489 shares of MSCI worth $244K as of Q1 2026.
  • Bridgewater Advisors bought 24 MSCI shares in Q1 2026, an estimated $13.5K.
  • MSCI made up 0.01% of Bridgewater Advisors's portfolio in Q1 2026, its #403 holding.
  • Bridgewater Advisors first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since.
  • Bridgewater Advisors's MSCI position peaked at $274K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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