CSPIA
MSCI icon

Cary Street Partners Investment Advisory’s MSCI MSCI Stock Holding History

Cary Street Partners Investment Advisory’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 		$305K Sell
544
-24
-4% -$14K 0.06% 296
2026
Q1 		$306K Buy
568
+38
+7% +$21.4K 0.08% 273
2025
Q4 		$304K Buy
530
+21
+4% +$11.8K 0.08% 243
2025
Q3 		$289K Buy
509
+23
+5% +$13K 0.12% 190
2025
Q2 		$280K Sell
486
-293
-38% -$162K 0.14% 168
2025
Q1 		$441K Buy
779
+5
+0.6% +$2.91K 0.25% 101
2024
Q4 		$464K Sell
774
-123
-14% -$73.8K 0.3% 80
2024
Q3 		$523K Sell
897
-10,149
-92% -$5.5M 0.02% 486
2024
Q2 		$5.32M Buy
11,046
+872
+9% +$433K 0.22% 118
2024
Q1 		$5.7M Buy
10,174
+196
+2% +$110K 0.24% 111
2023
Q4 		$5.64M Buy
9,978
+814
+9% +$420K 0.27% 103
2023
Q3 		$4.7M Buy
9,164
+178
+2% +$93.5K 0.25% 107
2023
Q2 		$4.22M Buy
8,986
+108
+1% +$52.7K 0.27% 103
2023
Q1 		$4.97M Buy
8,878
+121
+1% +$64K 0.36% 77
2022
Q4 		$4.07M Sell
8,757
-195
-2% -$90.7K 0.3% 90
2022
Q3 		$3.78M Buy
8,952
+860
+11% +$394K 0.31% 84
2022
Q2 		$3.33M Buy
+8,092
New +$3.52M 0.28% 94
2020
Q4 		– Sell
-30
Closed -$11K – 673
2020
Q3 		$11K Buy
+30
New +$10.9K ﹤0.01% 749

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Cary Street Partners Investment Advisory's MSCI Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its MSCI (MSCI) stake by 4.2% in Q2 2026, selling an estimated $14K and leaving 544 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #296.

Cary Street Partners Investment Advisory first reported a position in MSCI in Q3 2020 and has held it in 18 quarters since. The position peaked at $5.7M in Q1 2024. 692 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cary Street Partners Investment Advisory held 544 shares of MSCI worth $305K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 24 MSCI shares in Q2 2026, an estimated $14K.
  • MSCI made up 0.06% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #296 holding.
  • Cary Street Partners Investment Advisory first reported a position in MSCI in Q3 2020 and has held it in 18 quarters since.
  • Cary Street Partners Investment Advisory's MSCI position peaked at $5.7M in Q1 2024.
  • 692 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.