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Cresset Asset Management’s MSCI MSCI Stock Holding History

Cresset Asset 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 		$723K Buy
1,291
+331
+34% +$193K ﹤0.01% 1030
2026
Q1 		$518K Sell
960
-107
-10% -$60.3K ﹤0.01% 1054
2025
Q4 		$612K Buy
1,067
+246
+30% +$138K ﹤0.01% 982
2025
Q3 		$466K Buy
821
+118
+17% +$66.7K ﹤0.01% 1051
2025
Q2 		$405K Sell
703
-1,372
-66% -$759K ﹤0.01% 1007
2025
Q1 		$1.17M Buy
2,075
+136
+7% +$79.1K 0.01% 716
2024
Q4 		$1.16M Sell
1,939
-12,951
-87% -$7.77M 0.01% 741
2024
Q3 		$8.68M Buy
14,890
+1,999
+16% +$1.08M 0.03% 345
2024
Q2 		$6.21M Buy
12,891
+2,036
+19% +$1.01M 0.03% 385
2024
Q1 		$6.08M Buy
10,855
+2,456
+29% +$1.38M 0.03% 347
2023
Q4 		$4.75M Buy
8,399
+149
+2% +$76.9K 0.03% 350
2023
Q3 		$4.23M Buy
8,250
+5,279
+178% +$2.77M 0.02% 368
2023
Q2 		$1.39M Buy
2,971
+2,216
+294% +$1.08M ﹤0.01% 787
2023
Q1 		$423K Buy
+755
New +$399K 0.01% 536
2022
Q4 		– Sell
-1,121
Closed -$473K – 830
2022
Q3 		$473K Buy
1,121
+129
+13% +$59.1K 0.01% 528
2022
Q2 		$405K Sell
992
-262
-21% -$114K 0.01% 621
2022
Q1 		$631K Buy
1,254
+202
+19% +$105K 0.01% 533
2021
Q4 		$644K Sell
1,052
-208
-17% -$130K 0.01% 606
2021
Q3 		$766K Buy
1,260
+301
+31% +$184K 0.01% 475
2021
Q2 		$511K Buy
959
+91
+10% +$43.4K 0.01% 548
2021
Q1 		$365K Buy
+868
New +$365K 0.01% 586
2019
Q2 		– Sell
-150
Closed -$30K – 1214
2019
Q1 		$30K Buy
150
+127
+552% +$22.1K ﹤0.01% 926
2018
Q4 		$3K Buy
+23
New +$3.5K ﹤0.01% 1197

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

Cresset Asset Management's MSCI Position: Q2 2026 in Review

Cresset Asset Management increased its MSCI (MSCI) stake by 34% in Q2 2026, buying an estimated $193K and bringing the position to 1,291 shares worth $723K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Cresset Asset Management first reported a position in MSCI in Q4 2018 and has held it in 23 quarters since. The position peaked at $8.68M in Q3 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cresset Asset Management held 1,291 shares of MSCI worth $723K as of Q2 2026.
  • Cresset Asset Management bought 331 MSCI shares in Q2 2026, an estimated $193K.
  • MSCI made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1030 holding.
  • Cresset Asset Management first reported a position in MSCI in Q4 2018 and has held it in 23 quarters since.
  • Cresset Asset Management's MSCI position peaked at $8.68M in Q3 2024.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.