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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NewEdge Advisors's MSCI Position: Q1 2026 in Review

NewEdge Advisors reduced its MSCI (MSCI) stake by 13% in Q1 2026, selling an estimated $243K and leaving 2,994 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1217.

NewEdge Advisors first reported a position in MSCI in Q2 2019 and has held it in 26 quarters since. The position peaked at $7.11M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • NewEdge Advisors held 2,994 shares of MSCI worth $1.61M as of Q1 2026.
  • NewEdge Advisors sold 431 MSCI shares in Q1 2026, an estimated $243K.
  • MSCI made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1217 holding.
  • NewEdge Advisors first reported a position in MSCI in Q2 2019 and has held it in 26 quarters since.
  • NewEdge Advisors's MSCI position peaked at $7.11M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.