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D.J. St. Germain’s MSCI MSCI Stock Holding History

D.J. St. Germain’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 		$6.16K Sell
11
-6
-35% -$3.5K ﹤0.01% 735
2026
Q1 		$9.16K Hold
17
– – ﹤0.01% 676
2025
Q4 		$9.75K Buy
17
+11
+183% +$6.17K ﹤0.01% 665
2025
Q3 		$3.4K Hold
6
– – ﹤0.01% 759
2025
Q2 		$3.46K Hold
6
– – ﹤0.01% 759
2025
Q1 		$3.39K Hold
6
– – ﹤0.01% 688
2024
Q4 		$3.6K Hold
6
– – ﹤0.01% 690
2024
Q3 		$3.5K Hold
6
– – ﹤0.01% 636
2024
Q2 		$2.89K Hold
6
– – ﹤0.01% 657
2024
Q1 		$3.36K Hold
6
– – ﹤0.01% 637
2023
Q4 		$3.39K Hold
6
– – ﹤0.01% 642
2023
Q3 		$3.08K Buy
+6
New +$3.15K ﹤0.01% 619

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

D.J. St. Germain's MSCI Position: Q2 2026 in Review

D.J. St. Germain reduced its MSCI (MSCI) stake by 35% in Q2 2026, selling an estimated $3.5K and leaving 11 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

D.J. St. Germain first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.75K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • D.J. St. Germain held 11 shares of MSCI worth $6.16K as of Q2 2026.
  • D.J. St. Germain sold 6 MSCI shares in Q2 2026, an estimated $3.5K.
  • MSCI made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #735 holding.
  • D.J. St. Germain first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since.
  • D.J. St. Germain's MSCI position peaked at $9.75K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.