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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
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 $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

Callan Family Office's MSCI Position: Q1 2026 in Review

Callan Family Office reduced its MSCI (MSCI) stake by 11% in Q1 2026, selling an estimated $435K and leaving 6,041 shares worth $3.26M. The position accounts for 0.07% of the portfolio, ranked #259.

Callan Family Office first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.91M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Callan Family Office held 6,041 shares of MSCI worth $3.26M as of Q1 2026.
  • Callan Family Office sold 771 MSCI shares in Q1 2026, an estimated $435K.
  • MSCI made up 0.07% of Callan Family Office's portfolio in Q1 2026, its #259 holding.
  • Callan Family Office first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Callan Family Office's MSCI position peaked at $3.91M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.