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Fulcrum Asset Management’s MSCI MSCI Stock Holding History

Fulcrum Asset 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
2025
Q2 		– Sell
-1,855
Closed -$813K – 307
2025
Q1 		$813K Buy
+1,855
New +$1.08M 0.16% 119

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

Fulcrum Asset Management's MSCI Position: Q2 2026 in Review

Fulcrum Asset Management reduced its MSCI (MSCI) stake by 11% in Q2 2026, selling an estimated $127K and leaving 1,831 shares worth $1.02M. The position accounts for 0.1% of the portfolio, ranked #217.

Fulcrum Asset Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.14M in Q2 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Fulcrum Asset Management held 1,831 shares of MSCI worth $1.02M as of Q2 2026.
  • Fulcrum Asset Management sold 217 MSCI shares in Q2 2026, an estimated $127K.
  • MSCI made up 0.1% of Fulcrum Asset Management's portfolio in Q2 2026, its #217 holding.
  • Fulcrum Asset Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Fulcrum Asset Management's MSCI position peaked at $1.14M in Q2 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.