LCM
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Logan Capital Management’s MSCI MSCI Stock Holding History

Logan Capital Management’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
-8,133
Closed -$4.38M – 603
2026
Q1 		$4.38M Buy
+8,133
New +$4.59M 0.19% 125

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

Logan Capital Management's MSCI Position: Q2 2026 in Review

Logan Capital Management opened a new position in MSCI (MSCI) in Q2 2026: 8,078 shares worth $4.52M. The stake represents 0.17% of the portfolio and ranks #132 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in MSCI as recently as Q4 2025.

Logan Capital Management first reported a position in MSCI in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.02M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Logan Capital Management held 8,078 shares of MSCI worth $4.52M as of Q2 2026.
  • MSCI was a new Logan Capital Management position in Q2 2026.
  • MSCI made up 0.17% of Logan Capital Management's portfolio in Q2 2026, its #132 holding.
  • Logan Capital Management first reported a position in MSCI in Q1 2016 and has held it in 41 quarters since.
  • Logan Capital Management's MSCI position peaked at $8.02M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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