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Callan Family Office’s MSCI MSCI Stock Holding History

Callan Family Office’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 		$3.09M Sell
5,511
-530
-9% -$309K 0.06% 284
2026
Q1 		$3.26M Sell
6,041
-771
-11% -$435K 0.07% 259
2025
Q4 		$3.91M Buy
6,812
+4,050
+147% +$2.27M 0.08% 225
2025
Q3 		$1.57M Sell
2,762
-865
-24% -$489K 0.05% 303
2025
Q2 		$2.09M Buy
3,627
+1,747
+93% +$967K 0.07% 266
2025
Q1 		$1.06M Buy
1,880
+386
+26% +$224K 0.08% 209
2024
Q4 		$896K Buy
+1,494
New +$896K 0.06% 271

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

Callan Family Office's MSCI Position: Q2 2026 in Review

Callan Family Office reduced its MSCI (MSCI) stake by 8.8% in Q2 2026, selling an estimated $309K and leaving 5,511 shares worth $3.09M. The position accounts for 0.06% of the portfolio, ranked #284.

Callan Family Office first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.91M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Callan Family Office held 5,511 shares of MSCI worth $3.09M as of Q2 2026.
  • Callan Family Office sold 530 MSCI shares in Q2 2026, an estimated $309K.
  • MSCI made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #284 holding.
  • Callan Family Office first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Callan Family Office's MSCI position peaked at $3.91M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.