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Delta Investment Management’s MSCI MSCI Stock Holding History

Delta Investment 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
Q1 		– Sell
-1,581
Closed -$907K – 297
2025
Q4 		$907K Buy
1,581
+66
+4% +$37K 0.16% 107
2025
Q3 		$860K Sell
1,515
-2,068
-58% -$1.17M 0.15% 97
2025
Q2 		$2.07M Sell
3,583
-474
-12% -$262K 0.4% 50
2025
Q1 		$2.29M Sell
4,057
-35
-0.9% -$20.3K 0.46% 43
2024
Q4 		$2.46M Buy
4,092
+80
+2% +$48K 0.48% 40
2024
Q3 		$2.34M Sell
4,012
-582
-13% -$316K 0.48% 40
2024
Q2 		$2.21M Buy
+4,594
New +$2.28M 0.49% 39

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Delta Investment Management's MSCI Position: Q1 2026 in Review

Delta Investment Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 1,581 shares — an estimated $907K sold.

Delta Investment Management first reported a position in MSCI in Q2 2024 and held it in 7 quarters. The position peaked at $2.46M in Q4 2024. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Delta Investment Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 1,581 MSCI shares in Q1 2026, an estimated $907K.
  • Delta Investment Management first reported a position in MSCI in Q2 2024 and held it in 7 quarters.
  • Delta Investment Management's MSCI position peaked at $2.46M in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.