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North Star Investment Management’s MSCI MSCI Stock Holding History

North Star 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 		– Sell
-10
Closed -$5.39K – 1808
2026
Q1 		$5.39K Buy
10
+4
+67% +$2.26K ﹤0.01% 1173
2025
Q4 		$3.44K Buy
+6
New +$3.37K ﹤0.01% 1186
2023
Q4 		– Sell
-1
Closed -$513 – 1259
2023
Q3 		$513 Hold
1
– – ﹤0.01% 1201
2023
Q2 		$469 Hold
1
– – ﹤0.01% 1222
2023
Q1 		$560 Hold
1
– – ﹤0.01% 1226
2022
Q4 		$465 Buy
+1
New +$465 ﹤0.01% 1244

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 $3.38T AUM 44.17% 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

North Star Investment Management's MSCI Position: Q2 2026 in Review

North Star Investment Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 10 shares — an estimated $5.39K sold.

North Star Investment Management first reported a position in MSCI in Q4 2022 and held it in 6 quarters. The position peaked at $5.39K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • North Star Investment Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • North Star Investment Management sold 10 MSCI shares in Q2 2026, an estimated $5.39K.
  • North Star Investment Management first reported a position in MSCI in Q4 2022 and held it in 6 quarters.
  • North Star Investment Management's MSCI position peaked at $5.39K in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.