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Cabot Wealth Management’s MSCI MSCI Stock Holding History

Cabot Wealth 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
Q2 		$946K Sell
1,689
-789
-32% -$460K 0.1% 93
2026
Q1 		$1.34M Sell
2,478
-194
-7% -$109K 0.15% 88
2025
Q4 		$1.53M Sell
2,672
-37
-1% -$20.8K 0.17% 89
2025
Q3 		$1.54M Hold
2,709
– – 0.17% 93
2025
Q2 		$1.56M Buy
+2,709
New +$1.5M 0.19% 88

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

Cabot Wealth Management's MSCI Position: Q2 2026 in Review

Cabot Wealth Management reduced its MSCI (MSCI) stake by 32% in Q2 2026, selling an estimated $460K and leaving 1,689 shares worth $946K. The position accounts for 0.1% of the portfolio, ranked #93.

Cabot Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.56M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cabot Wealth Management held 1,689 shares of MSCI worth $946K as of Q2 2026.
  • Cabot Wealth Management sold 789 MSCI shares in Q2 2026, an estimated $460K.
  • MSCI made up 0.1% of Cabot Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Cabot Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Cabot Wealth Management's MSCI position peaked at $1.56M in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.