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Mather Group’s MSCI MSCI Stock Holding History

Mather Group’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 		$371K Buy
663
+17
+3% +$9.92K ﹤0.01% 609
2026
Q1 		$348K Sell
646
-100
-13% -$56.4K ﹤0.01% 582
2025
Q4 		$428K Sell
746
-8
-1% -$4.49K ﹤0.01% 444
2025
Q3 		$428K Buy
754
+3
+0.4% +$1.7K ﹤0.01% 433
2025
Q2 		$433K Sell
751
-37
-5% -$20.5K ﹤0.01% 415
2025
Q1 		$445K Sell
788
-19
-2% -$11K 0.01% 402
2024
Q4 		$484K Buy
807
+24
+3% +$14.4K 0.01% 370
2024
Q3 		$456K Buy
783
+42
+6% +$22.8K 0.01% 385
2024
Q2 		$415K Buy
741
+49
+7% +$24.3K 0.01% 456
2024
Q1 		$391K Sell
692
-5
-0.7% -$2.81K 0.01% 384
2023
Q4 		$394K Sell
697
-66
-9% -$34.1K 0.01% 394
2023
Q3 		$391K Buy
763
+90
+13% +$47.3K 0.01% 383
2023
Q2 		$316K Buy
673
+253
+60% +$123K 0.01% 447
2023
Q1 		$235K Buy
+420
New +$222K ﹤0.01% 457
2022
Q4 		– Sell
-602
Closed -$254K – 500
2022
Q3 		$254K Buy
+602
New +$276K 0.01% 407

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

Mather Group's MSCI Position: Q2 2026 in Review

Mather Group increased its MSCI (MSCI) stake by 2.6% in Q2 2026, buying an estimated $9.92K and bringing the position to 663 shares worth $371K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Mather Group first reported a position in MSCI in Q3 2022 and has held it in 15 quarters since. The position peaked at $484K in Q4 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Mather Group held 663 shares of MSCI worth $371K as of Q2 2026.
  • Mather Group bought 17 MSCI shares in Q2 2026, an estimated $9.92K.
  • MSCI made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #609 holding.
  • Mather Group first reported a position in MSCI in Q3 2022 and has held it in 15 quarters since.
  • Mather Group's MSCI position peaked at $484K in Q4 2024.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.