CAI
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Capital Advisors Inc’s MSCI MSCI Stock Holding History

Capital Advisors Inc’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 		$210K Buy
375
+3
+0.8% +$1.75K ﹤0.01% 352
2026
Q1 		$201K Sell
372
-90
-19% -$50.8K ﹤0.01% 343
2025
Q4 		$265K Sell
462
-2
-0.4% -$1.12K ﹤0.01% 285
2025
Q3 		$263K Buy
464
+8
+2% +$4.52K ﹤0.01% 277
2025
Q2 		$263K Buy
456
+5
+1% +$2.77K ﹤0.01% 277
2025
Q1 		$255K Buy
451
+2
+0.4% +$1.16K 0.01% 277
2024
Q4 		$269K Buy
+449
New +$269K 0.01% 264

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

Capital Advisors Inc's MSCI Position: Q2 2026 in Review

Capital Advisors Inc increased its MSCI (MSCI) stake by 0.81% in Q2 2026, buying an estimated $1.75K and bringing the position to 375 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Capital Advisors Inc first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q4 2024. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Capital Advisors Inc held 375 shares of MSCI worth $210K as of Q2 2026.
  • Capital Advisors Inc bought 3 MSCI shares in Q2 2026, an estimated $1.75K.
  • MSCI made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #352 holding.
  • Capital Advisors Inc first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Capital Advisors Inc's MSCI position peaked at $269K in Q4 2024.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.