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Limestone Investment Advisors’s MSCI MSCI Stock Holding History

Limestone Investment 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 		$1.08M Hold
2,000
– – 0.09% 150
2025
Q4 		$1.15M Buy
+2,000
New +$1.12M 0.11% 140

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

Limestone Investment Advisors's MSCI Position: Q1 2026 in Review

Limestone Investment Advisors held its MSCI (MSCI) position steady in Q1 2026 at 2,000 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #150.

Limestone Investment Advisors first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.15M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Limestone Investment Advisors held 2,000 shares of MSCI worth $1.08M as of Q1 2026.
  • Limestone Investment Advisors left its MSCI share count unchanged in Q1 2026.
  • MSCI made up 0.09% of Limestone Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • Limestone Investment Advisors first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since.
  • Limestone Investment Advisors's MSCI position peaked at $1.15M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.