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Frank Rimerman Advisors’s MSCI MSCI Stock Holding History

Frank Rimerman Advisors’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 		$1.09M Buy
1,938
+18
+0.9% +$10.5K 0.06% 235
2026
Q1 		$1.03M Sell
1,920
-4
-0.2% -$2.26K 0.07% 233
2025
Q4 		$1.1M Buy
1,924
+16
+0.8% +$8.97K 0.07% 218
2025
Q3 		$1.08M Sell
1,908
-36
-2% -$20.4K 0.07% 215
2025
Q2 		$1.12M Sell
1,944
-103
-5% -$57K 0.08% 194
2025
Q1 		$1.16M Buy
2,047
+29
+1% +$16.9K 0.09% 179
2024
Q4 		$1.21M Buy
2,018
+50
+3% +$30K 0.09% 172
2024
Q3 		$1.15M Buy
1,968
+17
+0.9% +$9.22K 0.08% 193
2024
Q2 		$940K Buy
1,951
+1,943
+24,288% +$964K 0.07% 232
2024
Q1 		$4.48K Hold
8
– – ﹤0.01% 212
2023
Q4 		$4.53K Buy
+8
New +$4.13K ﹤0.01% 203
2022
Q2 		– Sell
-1,191
Closed -$599K – 110
2022
Q1 		$599K Hold
1,191
– – 0.19% 67
2021
Q4 		$730K Buy
1,191
+154
+15% +$96.6K 0.24% 59
2021
Q3 		$631K Buy
+1,037
New +$634K 0.24% 56

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

Frank Rimerman Advisors's MSCI Position: Q2 2026 in Review

Frank Rimerman Advisors increased its MSCI (MSCI) stake by 0.94% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,938 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #235.

Frank Rimerman Advisors first reported a position in MSCI in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.21M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Frank Rimerman Advisors held 1,938 shares of MSCI worth $1.09M as of Q2 2026.
  • Frank Rimerman Advisors bought 18 MSCI shares in Q2 2026, an estimated $10.5K.
  • MSCI made up 0.06% of Frank Rimerman Advisors's portfolio in Q2 2026, its #235 holding.
  • Frank Rimerman Advisors first reported a position in MSCI in Q3 2021 and has held it in 14 quarters since.
  • Frank Rimerman Advisors's MSCI position peaked at $1.21M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.