Callahan Advisors
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Callahan Advisors’s MSCI MSCI Stock Holding History

Callahan 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
Q3 		$11.8M Buy
21,966
+5,126
+30% +$2.93M 0.9% 32
2026
Q2 		$9.43M Buy
16,840
+2,310
+16% +$1.35M 0.71% 43
2026
Q1 		$7.83M Buy
14,530
+8,540
+143% +$4.82M 0.65% 42
2025
Q4 		$3.44M Buy
+5,990
New +$3.36M 0.28% 68

Other funds holding MSCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Callahan Advisors's MSCI Position: Q3 2026 in Review

Callahan Advisors increased its MSCI (MSCI) stake by 30% in Q3 2026, buying an estimated $2.93M and bringing the position to 21,966 shares worth $11.8M. The position accounts for 0.9% of the portfolio, ranked #32.

Callahan Advisors first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Callahan Advisors held 21,966 shares of MSCI worth $11.8M as of Q3 2026.
  • Callahan Advisors bought 5,126 MSCI shares in Q3 2026, an estimated $2.93M.
  • MSCI made up 0.9% of Callahan Advisors's portfolio in Q3 2026, its #32 holding.
  • Callahan Advisors first reported a position in MSCI in Q4 2025 and has held it in 4 quarters since.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Callahan Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.