FAM
MSCI icon

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Fulcrum Asset Management's MSCI Position: Q1 2026 in Review

Fulcrum Asset Management increased its MSCI (MSCI) stake by 9.6% in Q1 2026, buying an estimated $101K and bringing the position to 2,048 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #98.

Fulcrum Asset Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.14M in Q2 2025. 1,061 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Fulcrum Asset Management held 2,048 shares of MSCI worth $1.09M as of Q1 2026.
  • Fulcrum Asset Management bought 179 MSCI shares in Q1 2026, an estimated $101K.
  • MSCI made up 0.16% of Fulcrum Asset Management's portfolio in Q1 2026, its #98 holding.
  • Fulcrum Asset Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since.
  • Fulcrum Asset Management's MSCI position peaked at $1.14M in Q2 2025.
  • 1,061 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.