Lido Advisors
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Lido Advisors’s MSCI MSCI Stock Holding History

Lido Advisors’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 		$2.18M Buy
3,891
+333
+9% +$194K 0.01% 771
2026
Q1 		$1.92M Buy
3,558
+448
+14% +$253K 0.01% 721
2025
Q4 		$1.78M Buy
3,110
+61
+2% +$34.2K 0.01% 764
2025
Q3 		$1.73M Buy
3,049
+112
+4% +$63.3K 0.01% 729
2025
Q2 		$1.69M Buy
2,937
+1,667
+131% +$923K 0.01% 644
2025
Q1 		$718K Buy
1,270
+113
+10% +$65.7K ﹤0.01% 900
2024
Q4 		$694K Buy
1,157
+211
+22% +$127K ﹤0.01% 900
2024
Q3 		$552K Buy
946
+61
+7% +$33.1K ﹤0.01% 926
2024
Q2 		$427K Buy
885
+50
+6% +$24.8K ﹤0.01% 981
2024
Q1 		$468K Buy
835
+2
+0.2% +$1.12K ﹤0.01% 926
2023
Q4 		$471K Buy
833
+51
+7% +$26.3K ﹤0.01% 879
2023
Q3 		$401K Buy
782
+48
+7% +$25.2K ﹤0.01% 812
2023
Q2 		$345K Sell
734
-192
-21% -$93.7K ﹤0.01% 863
2023
Q1 		$518K Buy
926
+51
+6% +$27K 0.01% 652
2022
Q4 		$407K Buy
875
+89
+11% +$41.4K 0.01% 677
2022
Q3 		$331K Sell
786
-6
-0.8% -$2.75K ﹤0.01% 721
2022
Q2 		$326K Buy
792
+64
+9% +$27.9K ﹤0.01% 706
2022
Q1 		$366K Buy
728
+29
+4% +$15K ﹤0.01% 739
2021
Q4 		$428K Sell
699
-15
-2% -$9.41K ﹤0.01% 669
2021
Q3 		$434K Buy
714
+7
+1% +$4.28K 0.01% 641
2021
Q2 		$377K Buy
707
+32
+5% +$15.3K 0.01% 632
2021
Q1 		$283K Sell
675
-3
-0.4% -$1.26K ﹤0.01% 680
2020
Q4 		$302K Buy
+678
New +$266K 0.01% 622

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
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

Lido Advisors's MSCI Position: Q2 2026 in Review

Lido Advisors increased its MSCI (MSCI) stake by 9.4% in Q2 2026, buying an estimated $194K and bringing the position to 3,891 shares worth $2.18M. The position accounts for 0.01% of the portfolio, ranked #771.

Lido Advisors first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Lido Advisors held 3,891 shares of MSCI worth $2.18M as of Q2 2026.
  • Lido Advisors bought 333 MSCI shares in Q2 2026, an estimated $194K.
  • MSCI made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #771 holding.
  • Lido Advisors first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.