Lafayette Investments’s MSCI MSCI Stock Holding History

Lafayette Investments’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	$257K	Hold	459	–	–	0.05%	144
2026 Q1	$247K	Buy	459 +14	+3%	+$7.89K	0.05%	140
2025 Q4	$255K	Buy	445 +45	+11%	+$25.2K	0.05%	142
2025 Q3	$227K	Buy	+400	New	+$226K	0.04%	143

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lafayette Investments's MSCI Position: Q2 2026 in Review

Lafayette Investments held its MSCI (MSCI) position steady in Q2 2026 at 459 shares worth $257K. The position accounts for 0.05% of the portfolio, ranked #144.

Lafayette Investments first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Lafayette Investments held 459 shares of MSCI worth $257K as of Q2 2026.
Lafayette Investments left its MSCI share count unchanged in Q2 2026.
MSCI made up 0.05% of Lafayette Investments's portfolio in Q2 2026, its #144 holding.
Lafayette Investments first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Lafayette Investments's 13F filing for Q2 2026, filed 11 Aug 2026.