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Capital Analysts LLC’s MSCI MSCI Stock Holding History

Capital Analysts LLC’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 		– Sell
-1
Closed -$1K – 1579
2026
Q1 		$1K Buy
+1
New +$564 ﹤0.01% 1510
2024
Q4 		– Sell
-9
Closed -$5K – 1349
2024
Q3 		$5K Buy
+9
New +$4.88K ﹤0.01% 1125
2022
Q4 		– Sell
-17
Closed -$7K – 1129
2022
Q3 		$7K Buy
+17
New +$7.78K ﹤0.01% 852

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 Analysts LLC's MSCI Position: Q2 2026 in Review

Capital Analysts LLC sold out of MSCI (MSCI) in Q2 2026, closing a stake of 1 share — an estimated $1K sold.

Capital Analysts LLC first reported a position in MSCI in Q3 2022 and held it in 3 quarters. The position peaked at $7K in Q3 2022. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Capital Analysts LLC reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Capital Analysts LLC sold 1 MSCI share in Q2 2026, an estimated $1K.
  • Capital Analysts LLC first reported a position in MSCI in Q3 2022 and held it in 3 quarters.
  • Capital Analysts LLC's MSCI position peaked at $7K in Q3 2022.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.