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LRI Investments’s MSCI MSCI Stock Holding History

LRI Investments’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 		$31.4K Sell
56
-6
-10% -$3.5K ﹤0.01% 646
2026
Q1 		$33.4K Buy
62
+1
+2% +$564 ﹤0.01% 584
2025
Q4 		$35K Hold
61
– – ﹤0.01% 606
2025
Q3 		$34.6K Sell
61
-47
-44% -$26.6K ﹤0.01% 616
2025
Q2 		$62.2K Buy
108
+6
+6% +$3.32K 0.01% 518
2025
Q1 		$57.6K Buy
102
+3
+3% +$1.74K 0.01% 519
2024
Q4 		$59.6K Buy
99
+55
+125% +$33K 0.01% 506
2024
Q3 		$26.7K Buy
44
+24
+120% +$13K ﹤0.01% 604
2024
Q2 		$9.63K Hold
20
– – ﹤0.01% 758
2024
Q1 		$11.2K Buy
+20
New +$11.2K ﹤0.01% 483

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

LRI Investments's MSCI Position: Q2 2026 in Review

LRI Investments reduced its MSCI (MSCI) stake by 9.7% in Q2 2026, selling an estimated $3.5K and leaving 56 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

LRI Investments first reported a position in MSCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $62.2K in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • LRI Investments held 56 shares of MSCI worth $31.4K as of Q2 2026.
  • LRI Investments sold 6 MSCI shares in Q2 2026, an estimated $3.5K.
  • MSCI made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #646 holding.
  • LRI Investments first reported a position in MSCI in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's MSCI position peaked at $62.2K in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.