CPG
MSCI icon

Cornerstone Planning Group’s MSCI MSCI Stock Holding History

Cornerstone Planning Group’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 		$22.5K Sell
39
-1
-3% -$583 ﹤0.01% 639
2026
Q1 		$22.8K Buy
40
+11
+38% +$6.2K ﹤0.01% 628
2025
Q4 		$17.9K Buy
29
+1
+4% +$561 ﹤0.01% 618
2025
Q3 		$16.4K Sell
28
-1
-3% -$565 ﹤0.01% 644
2025
Q2 		$16.2K Buy
29
+1
+4% +$553 ﹤0.01% 458
2025
Q1 		$14.9K Buy
28
+23
+460% +$13.4K ﹤0.01% 468
2024
Q4 		$3.12K Buy
5
+1
+25% +$600 ﹤0.01% 680
2024
Q3 		$2.32K Buy
4
+1
+33% +$542 ﹤0.01% 734
2024
Q2 		$1.55K Sell
3
-1
-25% -$496 ﹤0.01% 840
2024
Q1 		$1.87K Buy
4
+1
+33% +$562 ﹤0.01% 675
2023
Q4 		$1.7K Hold
3
– – ﹤0.01% 658
2023
Q3 		$1.54K Hold
3
– – ﹤0.01% 709
2023
Q2 		$1.41K Buy
+3
New +$1.46K ﹤0.01% 1273
2022
Q4 		$1.49K Buy
+3
New +$1.4K ﹤0.01% 1271

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

Cornerstone Planning Group's MSCI Position: Q2 2026 in Review

Cornerstone Planning Group reduced its MSCI (MSCI) stake by 2.5% in Q2 2026, selling an estimated $583 and leaving 39 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Cornerstone Planning Group first reported a position in MSCI in Q4 2022 and has held it in 14 quarters since. The position peaked at $22.8K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cornerstone Planning Group held 39 shares of MSCI worth $22.5K as of Q2 2026.
  • Cornerstone Planning Group sold 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #639 holding.
  • Cornerstone Planning Group first reported a position in MSCI in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's MSCI position peaked at $22.8K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.