MCM
MSCI icon

MV Capital Management’s MSCI MSCI Stock Holding History

MV 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 		$2.23M Sell
3,977
-222
-5% -$130K 0.2% 74
2026
Q1 		$2.26M Buy
4,199
+94
+2% +$53K 0.22% 76
2025
Q4 		$2.36M Buy
4,105
+94
+2% +$52.7K 0.23% 75
2025
Q3 		$2.28M Sell
4,011
-254
-6% -$144K 0.22% 76
2025
Q2 		$2.46M Sell
4,265
-101
-2% -$55.9K 0.25% 73
2025
Q1 		$2.47M Sell
4,366
-28
-0.6% -$16.3K 0.26% 70
2024
Q4 		$2.64M Sell
4,394
-16
-0.4% -$9.6K 0.28% 67
2024
Q3 		$2.57M Buy
4,410
+524
+13% +$284K 0.27% 71
2024
Q2 		$1.87M Buy
3,886
+66
+2% +$32.7K 0.21% 77
2024
Q1 		$2.14M Buy
3,820
+3,727
+4,008% +$2.1M 0.25% 72
2023
Q4 		$52.6K Buy
93
+2
+2% +$1.03K 0.01% 291
2023
Q3 		$46.7K Sell
91
-1
-1% -$525 0.01% 294
2023
Q2 		$43.2K Sell
92
-5
-5% -$2.44K 0.01% 313
2023
Q1 		$54.3K Buy
97
+2
+2% +$1.06K 0.01% 267
2022
Q4 		$44.2K Buy
95
+42
+79% +$19.5K 0.01% 240
2022
Q3 		$22K Buy
53
+4
+8% +$1.83K ﹤0.01% 322
2022
Q2 		$20K Buy
49
+19
+63% +$8.27K ﹤0.01% 318
2022
Q1 		$15K Buy
30
+4
+15% +$2.07K ﹤0.01% 375
2021
Q4 		$16K Buy
26
+2
+8% +$1.25K ﹤0.01% 358
2021
Q3 		$15K Buy
24
+7
+41% +$4.28K ﹤0.01% 360
2021
Q2 		$9K Buy
17
+14
+467% +$6.67K ﹤0.01% 389
2021
Q1 		$1K Buy
+3
New +$1.26K ﹤0.01% 403

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

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

MV Capital Management reduced its MSCI (MSCI) stake by 5.3% in Q2 2026, selling an estimated $130K and leaving 3,977 shares worth $2.23M. The position accounts for 0.2% of the portfolio, ranked #74.

MV Capital Management first reported a position in MSCI in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.64M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • MV Capital Management held 3,977 shares of MSCI worth $2.23M as of Q2 2026.
  • MV Capital Management sold 222 MSCI shares in Q2 2026, an estimated $130K.
  • MSCI made up 0.2% of MV Capital Management's portfolio in Q2 2026, its #74 holding.
  • MV Capital Management first reported a position in MSCI in Q1 2021 and has held it in 22 quarters since.
  • MV Capital Management's MSCI position peaked at $2.64M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.