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NewEdge Advisors’s MSCI MSCI Stock Holding History

NewEdge Advisors’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 		$1.79M Buy
3,197
+203
+7% +$118K 0.01% 1281
2026
Q1 		$1.61M Sell
2,994
-431
-13% -$243K 0.01% 1217
2025
Q4 		$1.97M Buy
3,425
+76
+2% +$42.6K 0.01% 1085
2025
Q3 		$1.9M Sell
3,349
-483
-13% -$273K 0.01% 1042
2025
Q2 		$2.21M Sell
3,832
-406
-10% -$225K 0.01% 889
2025
Q1 		$2.4M Sell
4,238
-7,612
-64% -$4.42M 0.01% 780
2024
Q4 		$7.11M Buy
11,850
+591
+5% +$355K 0.04% 391
2024
Q3 		$6.56M Buy
11,259
+2,793
+33% +$1.51M 0.04% 381
2024
Q2 		$4.08M Buy
8,466
+2,430
+40% +$1.21M 0.03% 515
2024
Q1 		$3.38M Buy
6,036
+746
+14% +$419K 0.03% 514
2023
Q4 		$2.99M Buy
5,290
+1,190
+29% +$614K 0.03% 512
2023
Q3 		$2.1M Buy
4,100
+456
+13% +$240K 0.02% 585
2023
Q2 		$1.71M Sell
3,644
-699
-16% -$341K 0.02% 646
2023
Q1 		$2.43M Buy
4,343
+2,659
+158% +$1.41M 0.03% 473
2022
Q4 		$328K Buy
+1,684
New +$784K 0.01% 960
2022
Q3 		– Sell
-3,848
Closed -$1.59M – 1613
2022
Q2 		$1.59M Buy
+3,848
New +$1.68M 0.03% 503
2022
Q1 		– Sell
-4,824
Closed -$2.96M – 1446
2021
Q4 		$2.96M Buy
4,824
+2,791
+137% +$1.75M 0.04% 349
2021
Q3 		$1.24M Buy
2,033
+96
+5% +$58.7K 0.03% 451
2021
Q2 		$1.03M Buy
1,937
+113
+6% +$53.9K 0.03% 492
2021
Q1 		$765K Sell
1,824
-766
-30% -$322K 0.02% 535
2020
Q4 		$1.16M Sell
2,590
-453
-15% -$178K 0.04% 388
2020
Q3 		$1.09M Buy
3,043
+215
+8% +$78.1K 0.04% 364
2020
Q2 		$944K Buy
2,828
+128
+5% +$41.4K 0.04% 373
2020
Q1 		$780K Sell
2,700
-525
-16% -$149K 0.04% 359
2019
Q4 		$832K Sell
3,225
-116
-3% -$28.3K 0.03% 397
2019
Q3 		$734K Buy
3,341
+2,216
+197% +$513K 0.03% 398
2019
Q2 		$269K Buy
+1,125
New +$252K 0.02% 548

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

NewEdge Advisors's MSCI Position: Q2 2026 in Review

NewEdge Advisors increased its MSCI (MSCI) stake by 6.8% in Q2 2026, buying an estimated $118K and bringing the position to 3,197 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #1281.

NewEdge Advisors first reported a position in MSCI in Q2 2019 and has held it in 27 quarters since. The position peaked at $7.11M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • NewEdge Advisors held 3,197 shares of MSCI worth $1.79M as of Q2 2026.
  • NewEdge Advisors bought 203 MSCI shares in Q2 2026, an estimated $118K.
  • MSCI made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1281 holding.
  • NewEdge Advisors first reported a position in MSCI in Q2 2019 and has held it in 27 quarters since.
  • NewEdge Advisors's MSCI position peaked at $7.11M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.