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Fiduciary Trust’s MSCI MSCI Stock Holding History

Fiduciary Trust’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 		$1.82M Sell
3,245
-214
-6% -$125K 0.02% 302
2026
Q1 		$1.86M Sell
3,459
-284
-8% -$160K 0.02% 292
2025
Q4 		$2.15M Sell
3,743
-302
-7% -$169K 0.02% 269
2025
Q3 		$2.29M Buy
4,045
+80
+2% +$45.2K 0.03% 264
2025
Q2 		$2.29M Buy
3,965
+390
+11% +$216K 0.03% 260
2025
Q1 		$2.02M Sell
3,575
-86
-2% -$50K 0.03% 269
2024
Q4 		$2.2M Buy
3,661
+629
+21% +$377K 0.03% 247
2024
Q3 		$1.77M Buy
3,032
+155
+5% +$84K 0.02% 276
2024
Q2 		$1.39M Sell
2,877
-212
-7% -$105K 0.02% 290
2024
Q1 		$1.73M Sell
3,089
-1,412
-31% -$794K 0.03% 271
2023
Q4 		$2.55M Buy
4,501
+94
+2% +$48.5K 0.04% 216
2023
Q3 		$2.26M Buy
4,407
+1,696
+63% +$891K 0.04% 224
2023
Q2 		$1.27M Buy
2,711
+2,252
+491% +$1.1M 0.02% 295
2023
Q1 		$257K Sell
459
-25
-5% -$13.2K ﹤0.01% 562
2022
Q4 		$225K Hold
484
– – ﹤0.01% 586
2022
Q3 		$204K Buy
+484
New +$222K ﹤0.01% 585
2022
Q2 		– Sell
-459
Closed -$231K – 656
2022
Q1 		$231K Hold
459
– – ﹤0.01% 609
2021
Q4 		$282K Hold
459
– – ﹤0.01% 579
2021
Q3 		$279K Hold
459
– – 0.01% 573
2021
Q2 		$245K Buy
+459
New +$219K ﹤0.01% 584
2021
Q1 		– Sell
-459
Closed -$205K – 608
2020
Q4 		$205K Buy
+459
New +$180K ﹤0.01% 555

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

Fiduciary Trust's MSCI Position: Q2 2026 in Review

Fiduciary Trust reduced its MSCI (MSCI) stake by 6.2% in Q2 2026, selling an estimated $125K and leaving 3,245 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #302.

Fiduciary Trust first reported a position in MSCI in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.55M in Q4 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Fiduciary Trust held 3,245 shares of MSCI worth $1.82M as of Q2 2026.
  • Fiduciary Trust sold 214 MSCI shares in Q2 2026, an estimated $125K.
  • MSCI made up 0.02% of Fiduciary Trust's portfolio in Q2 2026, its #302 holding.
  • Fiduciary Trust first reported a position in MSCI in Q4 2020 and has held it in 21 quarters since.
  • Fiduciary Trust's MSCI position peaked at $2.55M in Q4 2023.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.