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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Lido Advisors's MSCI Position: Q1 2026 in Review

Lido Advisors increased its MSCI (MSCI) stake by 14% in Q1 2026, buying an estimated $253K and bringing the position to 3,558 shares worth $1.92M. The position accounts for 0.01% of the portfolio, ranked #721.

Lido Advisors first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Lido Advisors held 3,558 shares of MSCI worth $1.92M as of Q1 2026.
  • Lido Advisors bought 448 MSCI shares in Q1 2026, an estimated $253K.
  • MSCI made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #721 holding.
  • Lido Advisors first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.