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NEOS Investment Management’s MSCI MSCI Stock Holding History

NEOS Investment 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 		$6.36M Buy
11,357
+1,164
+11% +$679K 0.02% 325
2026
Q1 		$5.49M Buy
10,193
+4,684
+85% +$2.64M 0.03% 320
2025
Q4 		$3.16M Sell
5,509
-378
-6% -$212K 0.02% 404
2025
Q3 		$3.34M Buy
5,887
+1,798
+44% +$1.02M 0.03% 356
2025
Q2 		$2.36M Buy
4,089
+221
+6% +$122K 0.03% 344
2025
Q1 		$2.19M Buy
3,868
+1,711
+79% +$995K 0.04% 317
2024
Q4 		$1.29M Buy
2,157
+515
+31% +$309K 0.03% 360
2024
Q3 		$957K Buy
1,642
+180
+12% +$97.6K 0.03% 381
2024
Q2 		$704K Buy
1,462
+76
+5% +$37.7K 0.03% 391
2024
Q1 		$777K Buy
1,386
+25
+2% +$14.1K 0.05% 307
2023
Q4 		$770K Buy
1,361
+371
+37% +$192K 0.07% 217
2023
Q3 		$508K Buy
+990
New +$520K 0.06% 209

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

NEOS Investment Management's MSCI Position: Q2 2026 in Review

NEOS Investment Management increased its MSCI (MSCI) stake by 11% in Q2 2026, buying an estimated $679K and bringing the position to 11,357 shares worth $6.36M. The position accounts for 0.02% of the portfolio, ranked #325.

NEOS Investment Management first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • NEOS Investment Management held 11,357 shares of MSCI worth $6.36M as of Q2 2026.
  • NEOS Investment Management bought 1,164 MSCI shares in Q2 2026, an estimated $679K.
  • MSCI made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #325 holding.
  • NEOS Investment Management first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.