Cerity Partners
MSCI icon

Cerity Partners’s MSCI MSCI Stock Holding History

Cerity Partners’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 		$14.8M Sell
26,486
-3,185
-11% -$1.86M 0.02% 580
2026
Q1 		$16M Buy
29,671
+5,986
+25% +$3.38M 0.02% 514
2025
Q4 		$13.6M Sell
23,685
-3,757
-14% -$2.11M 0.02% 526
2025
Q3 		$15.6M Buy
27,442
+7,727
+39% +$4.37M 0.03% 439
2025
Q2 		$11.4M Sell
19,715
-8,142
-29% -$4.51M 0.02% 493
2025
Q1 		$15.8M Buy
27,857
+8,412
+43% +$4.89M 0.03% 389
2024
Q4 		$11.5M Buy
19,445
+2,116
+12% +$1.27M 0.03% 442
2024
Q3 		$10.1M Buy
17,329
+4,133
+31% +$2.24M 0.02% 485
2024
Q2 		$6.36M Sell
13,196
-111
-0.8% -$55.1K 0.02% 540
2024
Q1 		$7.46M Buy
13,307
+5,628
+73% +$3.16M 0.02% 536
2023
Q4 		$4.34M Buy
7,679
+761
+11% +$393K 0.01% 572
2023
Q3 		$3.55M Sell
6,918
-948
-12% -$498K 0.02% 479
2023
Q2 		$3.69M Sell
7,866
-76
-1% -$37.1K 0.01% 572
2023
Q1 		$5.84M Sell
7,942
-61
-0.8% -$32.3K 0.01% 459
2022
Q4 		$3.72M Buy
+8,003
New +$3.72M 0.02% 411
2022
Q3 		– Sell
-1,115
Closed -$459K – 1228
2022
Q2 		$459K Buy
1,115
+161
+17% +$70.1K 0.01% 768
2022
Q1 		$481K Sell
954
-6
-0.6% -$3.11K 0.01% 601
2021
Q4 		$590K Buy
+960
New +$602K 0.01% 548

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

Cerity Partners's MSCI Position: Q2 2026 in Review

Cerity Partners reduced its MSCI (MSCI) stake by 11% in Q2 2026, selling an estimated $1.86M and leaving 26,486 shares worth $14.8M. The position accounts for 0.02% of the portfolio, ranked #580.

Cerity Partners first reported a position in MSCI in Q4 2021 and has held it in 18 quarters since. The position peaked at $16M in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cerity Partners held 26,486 shares of MSCI worth $14.8M as of Q2 2026.
  • Cerity Partners sold 3,185 MSCI shares in Q2 2026, an estimated $1.86M.
  • MSCI made up 0.02% of Cerity Partners's portfolio in Q2 2026, its #580 holding.
  • Cerity Partners first reported a position in MSCI in Q4 2021 and has held it in 18 quarters since.
  • Cerity Partners's MSCI position peaked at $16M in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.