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Concurrent Investment Advisors’s MSCI MSCI Stock Holding History

Concurrent 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 		$907K Buy
1,619
+158
+11% +$92.2K 0.01% 1052
2026
Q1 		$787K Sell
1,461
-19
-1% -$10.7K 0.01% 983
2025
Q4 		$849K Buy
1,480
+1,032
+230% +$579K 0.01% 906
2025
Q3 		$254K Buy
448
+15
+3% +$8.48K ﹤0.01% 1229
2025
Q2 		$250K Sell
433
-25
-5% -$13.8K ﹤0.01% 1162
2025
Q1 		$259K Sell
458
-26
-5% -$15.1K 0.01% 996
2024
Q4 		$290K Buy
484
+32
+7% +$19.2K 0.01% 843
2024
Q3 		$264K Buy
452
+29
+7% +$15.7K 0.01% 833
2024
Q2 		$204K Buy
423
+20
+5% +$9.92K 0.01% 870
2024
Q1 		$226K Buy
403
+6
+2% +$3.37K 0.01% 762
2023
Q4 		$224K Buy
+397
New +$205K 0.01% 737

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

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

Concurrent Investment Advisors increased its MSCI (MSCI) stake by 11% in Q2 2026, buying an estimated $92.2K and bringing the position to 1,619 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #1052.

Concurrent Investment Advisors first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. 387 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Concurrent Investment Advisors held 1,619 shares of MSCI worth $907K as of Q2 2026.
  • Concurrent Investment Advisors bought 158 MSCI shares in Q2 2026, an estimated $92.2K.
  • MSCI made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1052 holding.
  • Concurrent Investment Advisors first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • 387 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.