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Kestra Investment Management’s MSCI MSCI Stock Holding History

Kestra Investment 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
2026
Q1 		– Sell
-1,539
Closed -$883K – 489
2025
Q4 		$883K Buy
1,539
+110
+8% +$61.7K 0.02% 217
2025
Q3 		$811K Sell
1,429
-615
-30% -$348K 0.02% 221
2025
Q2 		$1.17M Buy
2,044
+906
+80% +$501K 0.02% 255
2025
Q1 		$644K Buy
1,138
+270
+31% +$157K 0.02% 235
2024
Q4 		$521K Buy
868
+201
+30% +$121K 0.02% 222
2024
Q3 		$389K Buy
+667
New +$362K 0.02% 235

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 $3.37T AUM 44.26% 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

Kestra Investment Management's MSCI Position: Q1 2026 in Review

Kestra Investment Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 1,539 shares — an estimated $883K sold.

Kestra Investment Management first reported a position in MSCI in Q3 2024 and held it in 6 quarters. The position peaked at $1.17M in Q2 2025. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Kestra Investment Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 1,539 MSCI shares in Q1 2026, an estimated $883K.
  • Kestra Investment Management first reported a position in MSCI in Q3 2024 and held it in 6 quarters.
  • Kestra Investment Management's MSCI position peaked at $1.17M in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.