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Li Lu’s MSCI MSCI Stock Holding History

Li Lu’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 		– Sell
-18,939
Closed -$10.2M – 12
2026
Q1 		$10.2M Buy
+18,939
New +$10.7M 0.32% 14

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 $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Li Lu's MSCI Position: Q2 2026 in Review

Li Lu sold out of MSCI (MSCI) in Q2 2026, closing a stake of 18,939 shares — an estimated $10.2M sold.

Li Lu first reported a position in MSCI in Q1 2026 and held it in 1 quarter. The position peaked at $10.2M in Q1 2026. 1,016 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Li Lu reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Li Lu sold 18,939 MSCI shares in Q2 2026, an estimated $10.2M.
  • Li Lu first reported a position in MSCI in Q1 2026 and held it in 1 quarter.
  • Li Lu's MSCI position peaked at $10.2M in Q1 2026.
  • 1,016 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Himalaya Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.