HIA
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Harbor Investment Advisory’s MSCI MSCI Stock Holding History

Harbor Investment Advisory’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
Q1 		– Sell
-82
Closed -$47K – 1314
2025
Q4 		$47K Buy
82
+70
+583% +$39.3K ﹤0.01% 675
2025
Q3 		$6.81K Buy
12
+6
+100% +$3.39K ﹤0.01% 962
2025
Q2 		$3.46K Sell
6
-14
-70% -$7.75K ﹤0.01% 1038
2025
Q1 		$11.3K Hold
20
– – ﹤0.01% 849
2024
Q4 		$12K Hold
20
– – ﹤0.01% 830
2024
Q3 		$11.7K Sell
20
-1
-5% -$542 ﹤0.01% 840
2024
Q2 		$10.1K Sell
21
-1
-5% -$496 ﹤0.01% 856
2024
Q1 		$12.3K Buy
22
+5
+29% +$2.81K ﹤0.01% 824
2023
Q4 		$9.62K Hold
17
– – ﹤0.01% 835
2023
Q3 		$8.72K Hold
17
– – ﹤0.01% 838
2023
Q2 		$7.98K Buy
17
+3
+21% +$1.46K ﹤0.01% 1055
2023
Q1 		$7.84K Sell
14
-5
-26% -$2.65K ﹤0.01% 1061
2022
Q4 		$8.84K Sell
19
-6
-24% -$2.79K ﹤0.01% 1032
2022
Q3 		$11K Sell
25
-2
-7% -$916 ﹤0.01% 1025
2022
Q2 		$11K Buy
27
+19
+238% +$8.27K ﹤0.01% 1017
2022
Q1 		$4K Buy
8
+2
+33% +$1.04K ﹤0.01% 1189
2021
Q4 		$4K Sell
6
-15
-71% -$9.41K ﹤0.01% 1171
2021
Q3 		$13K Buy
21
+15
+250% +$9.16K ﹤0.01% 1013
2021
Q2 		$3K Hold
6
– – ﹤0.01% 1145
2021
Q1 		$3K Hold
6
– – ﹤0.01% 1127
2020
Q4 		$3K Hold
6
– – ﹤0.01% 1065
2020
Q3 		$2K Hold
6
– – ﹤0.01% 1031
2020
Q2 		$2K Buy
+6
New +$1.94K ﹤0.01% 1003

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Harbor Investment Advisory's MSCI Position: Q1 2026 in Review

Harbor Investment Advisory sold out of MSCI (MSCI) in Q1 2026, closing a stake of 82 shares — an estimated $47K sold.

Harbor Investment Advisory first reported a position in MSCI in Q2 2020 and held it in 23 quarters. The position peaked at $47K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Harbor Investment Advisory reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 82 MSCI shares in Q1 2026, an estimated $47K.
  • Harbor Investment Advisory first reported a position in MSCI in Q2 2020 and held it in 23 quarters.
  • Harbor Investment Advisory's MSCI position peaked at $47K in Q4 2025.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.