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Cheviot Value Management’s MSCI MSCI Stock Holding History

Cheviot Value Management’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 		$5.04K Hold
9
– – ﹤0.01% 336
2026
Q1 		$4.85K Hold
9
– – ﹤0.01% 320
2025
Q4 		$5.53K Hold
9
– – ﹤0.01% 313
2025
Q3 		$5.34K Hold
9
– – ﹤0.01% 336
2025
Q2 		$4.92K Hold
9
– – ﹤0.01% 318
2025
Q1 		$4.95K Buy
+9
New +$5.23K ﹤0.01% 317

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

Cheviot Value Management's MSCI Position: Q2 2026 in Review

Cheviot Value Management held its MSCI (MSCI) position steady in Q2 2026 at 9 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Cheviot Value Management first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.53K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cheviot Value Management held 9 shares of MSCI worth $5.04K as of Q2 2026.
  • Cheviot Value Management left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #336 holding.
  • Cheviot Value Management first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's MSCI position peaked at $5.53K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.