Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$493K Sell
915
-302
-25% -$170K ﹤0.01% 1208
2025
Q4
$698K Sell
1,217
-256
-17% -$144K 0.01% 1119
2025
Q3
$836K Sell
1,473
-137
-9% -$77.4K 0.01% 981
2025
Q2
$929K Sell
1,610
-35
-2% -$19.4K 0.01% 910
2025
Q1
$930K Sell
1,645
-216
-12% -$126K 0.01% 904
2024
Q4
$1.12M Buy
1,861
+161
+9% +$96.6K 0.01% 865
2024
Q3
$991K Sell
1,700
-167
-9% -$90.5K 0.01% 1103
2024
Q2
$899K Sell
1,867
-687
-27% -$341K 0.01% 1178
2024
Q1
$1.43M Buy
2,554
+377
+17% +$212K 0.01% 1033
2023
Q4
$1.23M Buy
2,177
+482
+28% +$249K 0.01% 1052
2023
Q3
$870K Sell
1,695
-1,446
-46% -$760K 0.01% 1162
2023
Q2
$1.47M Buy
3,141
+430
+16% +$210K 0.01% 986
2023
Q1
$1.52M Buy
2,711
+452
+20% +$239K 0.01% 972
2022
Q4
$1.05M Sell
2,259
-2,082
-48% -$969K 0.01% 1135
2022
Q3
$1.83M Sell
4,341
-1,188
-21% -$544K 0.02% 875
2022
Q2
$2.28M Sell
5,529
-2,912
-34% -$1.27M 0.02% 841
2022
Q1
$4.24M Sell
8,441
-2,625
-24% -$1.36M 0.03% 710
2021
Q4
$6.78M Buy
11,066
+3,370
+44% +$2.11M 0.04% 562
2021
Q3
$4.68M Sell
7,696
-1,241
-14% -$758K 0.03% 685
2021
Q2
$4.76M Sell
8,937
-8,575
-49% -$4.09M 0.03% 699
2021
Q1
$7.34M Sell
17,512
-167
-0.9% -$70.2K 0.05% 468
2020
Q4
$7.89M Sell
17,679
-5,186
-23% -$2.03M 0.05% 409
2020
Q3
$8.16M Buy
22,865
+2,956
+15% +$1.07M 0.06% 350
2020
Q2
$6.65M Sell
19,909
-10,825
-35% -$3.5M 0.05% 408
2020
Q1
$8.88M Buy
30,734
+2,787
+10% +$789K 0.09% 239
2019
Q4
$7.22M Sell
27,947
-14,028
-33% -$3.42M 0.05% 447
2019
Q3
$9.14M Buy
41,975
+2,371
+6% +$549K 0.07% 343
2019
Q2
$9.46M Sell
39,604
-2,990
-7% -$670K 0.08% 306
2019
Q1
$8.47M Sell
42,594
-2,708
-6% -$471K 0.07% 357
2018
Q4
$6.68M Sell
45,302
-10,445
-19% -$1.59M 0.06% 421
2018
Q3
$9.89M Sell
55,747
-6,173
-10% -$1.07M 0.06% 352
2018
Q2
$10.2M Sell
61,920
-54,418
-47% -$8.59M 0.07% 331
2018
Q1
$17.4M Sell
116,338
-5,788
-5% -$830K 0.04% 551
2017
Q4
$15.5M Buy
122,126
+54,200
+80% +$6.76M 0.04% 572
2017
Q3
$7.94M Buy
67,926
+7,078
+12% +$785K 0.02% 796
2017
Q2
$6.27M Sell
60,848
-4,458
-7% -$449K 0.02% 894
2017
Q1
$6.35M Sell
65,306
-6,174
-9% -$559K 0.02% 897
2016
Q4
$5.63M Sell
71,480
-25,924
-27% -$2.09M 0.02% 931
2016
Q3
$8.18M Sell
97,404
-15,012
-13% -$1.28M 0.03% 758
2016
Q2
$8.67M Sell
112,416
-162,219
-59% -$12.3M 0.03% 736
2016
Q1
$20.3M Sell
274,635
-53,555
-16% -$3.7M 0.06% 533
2015
Q4
$23.7M Buy
328,190
+283,260
+630% +$18.9M 0.07% 510
2015
Q3
$2.67M Buy
44,930
+23,462
+109% +$1.48M 0.01% 1392
2015
Q2
$1.32M Sell
21,468
-553
-3% -$34.3K ﹤0.01% 2068
2015
Q1
$1.35M Buy
22,021
+5,012
+29% +$280K ﹤0.01% 2081
2014
Q4
$807K Sell
17,009
-174,055
-91% -$8.15M ﹤0.01% 2328
2014
Q3
$8.98M Buy
191,064
+13,645
+8% +$631K 0.02% 930
2014
Q2
$8.13M Sell
177,419
-423,406
-70% -$18.2M 0.02% 950
2014
Q1
$25.8M Buy
600,825
+374,811
+166% +$16.3M 0.07% 476
2013
Q4
$9.88M Buy
226,014
+172,465
+322% +$7.26M 0.03% 832
2013
Q3
$2.16M Sell
53,549
-147,636
-73% -$5.51M 0.01% 1566
2013
Q2
$6.69M Buy
+201,185
New +$6.79M 0.03% 930

Other funds holding MSCI

Guggenheim Capital's MSCI Position: Q1 2026 in Review

Guggenheim Capital reduced its MSCI (MSCI) stake by 25% in Q1 2026, selling an estimated $170K and leaving 915 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Guggenheim Capital first reported a position in MSCI in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.8M in Q1 2014. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Guggenheim Capital held 915 shares of MSCI worth $493K as of Q1 2026.
  • Guggenheim Capital sold 302 MSCI shares in Q1 2026, an estimated $170K.
  • MSCI made up ﹤0.01% of Guggenheim Capital's portfolio in Q1 2026, its #1208 holding.
  • Guggenheim Capital first reported a position in MSCI in Q2 2013 and has held it in 52 quarters since.
  • Guggenheim Capital's MSCI position peaked at $25.8M in Q1 2014.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.