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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
Q2 		$1.43M Sell
2,555
-52
-2% -$30.3K 0.09% 233
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 $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

Capital Investment Advisory Services's MSCI Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its MSCI (MSCI) stake by 2% in Q2 2026, selling an estimated $30.3K and leaving 2,555 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #233.

Capital Investment Advisory Services first reported a position in MSCI in Q2 2019 and has held it in 13 quarters since. The position peaked at $1.47M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Capital Investment Advisory Services held 2,555 shares of MSCI worth $1.43M as of Q2 2026.
  • Capital Investment Advisory Services sold 52 MSCI shares in Q2 2026, an estimated $30.3K.
  • MSCI made up 0.09% of Capital Investment Advisory Services's portfolio in Q2 2026, its #233 holding.
  • Capital Investment Advisory Services first reported a position in MSCI in Q2 2019 and has held it in 13 quarters since.
  • Capital Investment Advisory Services's MSCI position peaked at $1.47M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.