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Caerus Investment Advisors’s MSCI MSCI Stock Holding History

Caerus Investment 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 		$205K Sell
380
-238
-39% -$134K 0.09% 246
2025
Q4 		$355K Buy
618
+26
+4% +$14.6K 0.11% 195
2025
Q3 		$336K Buy
+592
New +$335K 0.14% 179

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

Caerus Investment Advisors's MSCI Position: Q1 2026 in Review

Caerus Investment Advisors reduced its MSCI (MSCI) stake by 39% in Q1 2026, selling an estimated $134K and leaving 380 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #246.

Caerus Investment Advisors first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $355K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Caerus Investment Advisors held 380 shares of MSCI worth $205K as of Q1 2026.
  • Caerus Investment Advisors sold 238 MSCI shares in Q1 2026, an estimated $134K.
  • MSCI made up 0.09% of Caerus Investment Advisors's portfolio in Q1 2026, its #246 holding.
  • Caerus Investment Advisors first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since.
  • Caerus Investment Advisors's MSCI position peaked at $355K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.