Choate Investment Advisors’s MSCI MSCI Stock Holding History

Choate Investment Advisors’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	$15M	Buy	26,781 +42	+0.2%	+$24.5K	0.26%	48
2026 Q1	$14.4M	Sell	26,739 -1,086	-4%	-$612K	0.28%	44
2025 Q4	$16M	Buy	27,825 +535	+2%	+$300K	0.31%	40
2025 Q3	$15.5M	Sell	27,290 -1,579	-5%	-$893K	0.32%	39
2025 Q2	$16.6M	Buy	28,869 +3,881	+16%	+$2.15M	0.36%	38
2025 Q1	$14.1M	Buy	24,988 +6,890	+38%	+$4.01M	0.35%	40
2024 Q4	$10.9M	Buy	18,098 +12,699	+235%	+$7.62M	0.26%	52
2024 Q3	$3.18M	Buy	+5,399	New	+$2.93M	0.08%	107
2023 Q4	–	Sell	-392	Closed	-$201K	–	431
2023 Q3	$201K	Buy	+392	New	+$206K	0.01%	349
2022 Q2	–	Sell	-405	Closed	-$204K	–	362
2022 Q1	$204K	Hold	405	–	–	0.01%	288
2021 Q4	$248K	Buy	405 +30	+8%	+$18.8K	0.01%	256
2021 Q3	$228K	Hold	375	–	–	0.01%	247
2021 Q2	$200K	Buy	+375	New	+$179K	0.01%	262

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Choate Investment Advisors's MSCI Position: Q2 2026 in Review

Choate Investment Advisors increased its MSCI (MSCI) stake by 0.16% in Q2 2026, buying an estimated $24.5K and bringing the position to 26,781 shares worth $15M. The position accounts for 0.26% of the portfolio, ranked #48.

Choate Investment Advisors first reported a position in MSCI in Q2 2021 and has held it in 13 quarters since. The position peaked at $16.6M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Choate Investment Advisors held 26,781 shares of MSCI worth $15M as of Q2 2026.
Choate Investment Advisors bought 42 MSCI shares in Q2 2026, an estimated $24.5K.
MSCI made up 0.26% of Choate Investment Advisors's portfolio in Q2 2026, its #48 holding.
Choate Investment Advisors first reported a position in MSCI in Q2 2021 and has held it in 13 quarters since.
Choate Investment Advisors's MSCI position peaked at $16.6M in Q2 2025.
1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.