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Knollwood Investment Advisory’s MSCI MSCI Stock Holding History

Knollwood 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
Q2 		$3.69M Hold
6,597
– – 0.33% 66
2026
Q1 		$3.56M Hold
6,597
– – 0.36% 63
2025
Q4 		$3.78M Hold
6,597
– – 0.36% 63
2025
Q3 		$3.74M Hold
6,597
– – 0.34% 64
2025
Q2 		$3.8M Hold
6,597
– – 0.37% 60
2025
Q1 		$3.73M Hold
6,597
– – 0.41% 53
2024
Q4 		$3.96M Hold
6,597
– – 0.41% 50
2024
Q3 		$3.85M Hold
6,597
– – 0.41% 57
2024
Q2 		$3.18M Buy
6,597
+5,052
+327% +$2.51M 0.35% 68
2024
Q1 		$866K Hold
1,545
– – 0.16% 114
2023
Q4 		$874K Buy
+1,545
New +$798K 0.18% 104

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

Knollwood Investment Advisory's MSCI Position: Q2 2026 in Review

Knollwood Investment Advisory held its MSCI (MSCI) position steady in Q2 2026 at 6,597 shares worth $3.69M. The position accounts for 0.33% of the portfolio, ranked #66.

Knollwood Investment Advisory first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.96M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Knollwood Investment Advisory held 6,597 shares of MSCI worth $3.69M as of Q2 2026.
  • Knollwood Investment Advisory left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.33% of Knollwood Investment Advisory's portfolio in Q2 2026, its #66 holding.
  • Knollwood Investment Advisory first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • Knollwood Investment Advisory's MSCI position peaked at $3.96M in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.