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McHugh Group’s MSCI MSCI Stock Holding History

McHugh 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 		$210K Hold
375
– – 0.11% 84
2026
Q1 		$202K Hold
375
– – 0.12% 80
2025
Q4 		$215K Hold
375
– – 0.12% 78
2025
Q3 		$213K Hold
375
– – 0.13% 72
2025
Q2 		$216K Hold
375
– – 0.14% 65
2025
Q1 		$212K Hold
375
– – 0.16% 59
2024
Q4 		$225K Buy
+375
New +$225K 0.17% 60

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

McHugh Group's MSCI Position: Q2 2026 in Review

McHugh Group held its MSCI (MSCI) position steady in Q2 2026 at 375 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #84.

McHugh Group first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $225K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • McHugh Group held 375 shares of MSCI worth $210K as of Q2 2026.
  • McHugh Group left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.11% of McHugh Group's portfolio in Q2 2026, its #84 holding.
  • McHugh Group first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • McHugh Group's MSCI position peaked at $225K in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on McHugh Group's 13F filing for Q2 2026, filed 16 Jul 2026.