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Cromwell Holdings’s MSCI MSCI Stock Holding History

Cromwell Holdings’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 		$139K Buy
249
+10
+4% +$5.83K 0.06% 276
2026
Q1 		$129K Buy
239
+2
+0.8% +$1.13K 0.07% 278
2025
Q4 		$136K Hold
237
– – 0.07% 249
2025
Q3 		$134K Hold
237
– – 0.07% 260
2025
Q2 		$137K Buy
237
+10
+4% +$5.54K 0.08% 239
2025
Q1 		$128K Buy
227
+3
+1% +$1.74K 0.08% 244
2024
Q4 		$134K Hold
224
– – 0.08% 237
2024
Q3 		$131K Hold
224
– – 0.08% 242
2024
Q2 		$108K Buy
+224
New +$111K 0.06% 268

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

Cromwell Holdings's MSCI Position: Q2 2026 in Review

Cromwell Holdings increased its MSCI (MSCI) stake by 4.2% in Q2 2026, buying an estimated $5.83K and bringing the position to 249 shares worth $139K. The position accounts for 0.06% of the portfolio, ranked #276.

Cromwell Holdings first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Cromwell Holdings held 249 shares of MSCI worth $139K as of Q2 2026.
  • Cromwell Holdings bought 10 MSCI shares in Q2 2026, an estimated $5.83K.
  • MSCI made up 0.06% of Cromwell Holdings's portfolio in Q2 2026, its #276 holding.
  • Cromwell Holdings first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.