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Fortitude Family Office’s MSCI MSCI Stock Holding History

Fortitude Family Office’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 		$14K Buy
25
+4
+19% +$2.33K ﹤0.01% 653
2026
Q1 		$11.3K Buy
21
+8
+62% +$4.51K ﹤0.01% 607
2025
Q4 		$7.46K Hold
13
– – ﹤0.01% 676
2025
Q3 		$7.38K Hold
13
– – ﹤0.01% 668
2025
Q2 		$7.5K Buy
13
+3
+30% +$1.66K ﹤0.01% 653
2025
Q1 		$5.66K Hold
10
– – ﹤0.01% 693
2024
Q4 		$6K Hold
10
– – ﹤0.01% 785
2024
Q3 		$5.83K Buy
+10
New +$5.42K ﹤0.01% 737

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 $3.38T AUM 44.17% 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

Fortitude Family Office's MSCI Position: Q2 2026 in Review

Fortitude Family Office increased its MSCI (MSCI) stake by 19% in Q2 2026, buying an estimated $2.33K and bringing the position to 25 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Fortitude Family Office first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Fortitude Family Office held 25 shares of MSCI worth $14K as of Q2 2026.
  • Fortitude Family Office bought 4 MSCI shares in Q2 2026, an estimated $2.33K.
  • MSCI made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #653 holding.
  • Fortitude Family Office first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.