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Capital Investment Advisory Services’s MSCI MSCI Stock Holding History

Capital Investment Advisory Services’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 		$1.41M Buy
2,607
+40
+2% +$22.6K 0.1% 201
2025
Q4 		$1.47M Buy
2,567
+82
+3% +$46K 0.1% 193
2025
Q3 		$1.41M Buy
2,485
+163
+7% +$92.1K 0.11% 187
2025
Q2 		$1.34M Buy
2,322
+10
+0.4% +$5.54K 0.11% 189
2025
Q1 		$1.31M Buy
2,312
+69
+3% +$40.1K 0.12% 179
2024
Q4 		$1.35M Buy
2,243
+33
+1% +$19.8K 0.13% 158
2024
Q3 		$1.29M Buy
2,210
+153
+7% +$83K 0.12% 170
2024
Q2 		$991K Buy
2,057
+1,445
+236% +$717K 0.1% 195
2024
Q1 		$343K Buy
612
+161
+36% +$90.5K 0.04% 371
2023
Q4 		$255K Buy
+451
New +$233K 0.02% 432
2019
Q4 		– Sell
-139
Closed -$30K – 988
2019
Q3 		$30K Hold
139
– – 0.01% 689
2019
Q2 		$33K Buy
+139
New +$31.2K 0.01% 649

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

Capital Investment Advisory Services's MSCI Position: Q1 2026 in Review

Capital Investment Advisory Services increased its MSCI (MSCI) stake by 1.6% in Q1 2026, buying an estimated $22.6K and bringing the position to 2,607 shares worth $1.41M. The position accounts for 0.1% of the portfolio, ranked #201.

Capital Investment Advisory Services first reported a position in MSCI in Q2 2019 and has held it in 12 quarters since. The position peaked at $1.47M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Capital Investment Advisory Services held 2,607 shares of MSCI worth $1.41M as of Q1 2026.
  • Capital Investment Advisory Services bought 40 MSCI shares in Q1 2026, an estimated $22.6K.
  • MSCI made up 0.1% of Capital Investment Advisory Services's portfolio in Q1 2026, its #201 holding.
  • Capital Investment Advisory Services first reported a position in MSCI in Q2 2019 and has held it in 12 quarters since.
  • Capital Investment Advisory Services's MSCI position peaked at $1.47M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.