BCI
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Brinker Capital Investments’s MSCI MSCI Stock Holding History

Brinker Capital Investments’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 		$2.33M Sell
4,162
-1,042
-20% -$608K 0.02% 718
2026
Q1 		$2.8M Sell
5,204
-1,729
-25% -$975K 0.02% 594
2025
Q4 		$3.98M Sell
6,933
-2,527
-27% -$1.42M 0.03% 535
2025
Q3 		$5.37M Sell
9,460
-924
-9% -$522K 0.04% 405
2025
Q2 		$5.99M Sell
10,384
-1,063
-9% -$588K 0.05% 334
2025
Q1 		$6.47M Sell
11,447
-13,672
-54% -$7.95M 0.06% 288
2024
Q4 		$15.1M Sell
25,119
-2,486
-9% -$1.49M 0.15% 125
2024
Q3 		$16.1M Sell
27,605
-2,256
-8% -$1.22M 0.16% 125
2024
Q2 		$14.4M Sell
29,861
-483
-2% -$240K 0.15% 130
2024
Q1 		$17M Sell
30,344
-798
-3% -$449K 0.18% 110
2023
Q4 		$16.9M Sell
31,142
-2,178
-7% -$1.12M 0.2% 105
2023
Q3 		$17.1M Sell
33,320
-1,209
-4% -$635K 0.21% 105
2023
Q2 		$16.2M Sell
34,529
-1,340
-4% -$654K 0.17% 115
2023
Q1 		$20.1M Sell
35,869
-2,353
-6% -$1.24M 0.25% 77
2022
Q4 		$17.8M Sell
38,222
-7,923
-17% -$3.69M 0.35% 65
2022
Q3 		$19.5M Buy
46,145
+1,108
+2% +$507K 0.4% 47
2022
Q2 		$18.6M Buy
45,037
+418
+0.9% +$182K 0.35% 57
2022
Q1 		$22.4M Buy
44,619
+7,096
+19% +$3.68M 0.35% 51
2021
Q4 		$23M Sell
37,523
-10,825
-22% -$6.79M 0.33% 60
2021
Q3 		$25.8M Hold
48,348
– – 0.41% 54
2021
Q2 		$25.8M Buy
48,348
+1,755
+4% +$837K 0.34% 64
2021
Q1 		$19.5M Buy
46,593
+26,327
+130% +$11.1M 0.29% 88
2020
Q4 		$9.05M Buy
20,266
+11,599
+134% +$4.55M 0.14% 165
2020
Q3 		$3.09M Buy
+8,667
New +$3.15M 0.05% 340
2019
Q3 		– Sell
-281
Closed -$67K – 879
2019
Q2 		$67K Buy
+281
New +$63K ﹤0.01% 555

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 $3.38T AUM 44.17% 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

Brinker Capital Investments's MSCI Position: Q2 2026 in Review

Brinker Capital Investments reduced its MSCI (MSCI) stake by 20% in Q2 2026, selling an estimated $608K and leaving 4,162 shares worth $2.33M. The position accounts for 0.02% of the portfolio, ranked #718.

Brinker Capital Investments first reported a position in MSCI in Q2 2019 and has held it in 25 quarters since. The position peaked at $25.8M in Q3 2021. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Brinker Capital Investments held 4,162 shares of MSCI worth $2.33M as of Q2 2026.
  • Brinker Capital Investments sold 1,042 MSCI shares in Q2 2026, an estimated $608K.
  • MSCI made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #718 holding.
  • Brinker Capital Investments first reported a position in MSCI in Q2 2019 and has held it in 25 quarters since.
  • Brinker Capital Investments's MSCI position peaked at $25.8M in Q3 2021.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.