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Nutshell Asset Management’s MSCI MSCI Stock Holding History

Nutshell Asset 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 		$9.53M Buy
17,011
+9,081
+115% +$5.3M 3.18% 13
2026
Q1 		$4.27M Sell
7,930
-12,678
-62% -$7.15M 2.32% 13
2025
Q4 		$11.8M Buy
20,608
+5,055
+33% +$2.84M 4.22% 10
2025
Q3 		$8.82M Buy
15,553
+197
+1% +$111K 4.21% 11
2025
Q2 		$8.86M Sell
15,356
-2,877
-16% -$1.59M 5.27% 8
2025
Q1 		$10.3M Buy
18,233
+2,217
+14% +$1.29M 5.37% 8
2024
Q4 		$9.61M Buy
+16,016
New +$9.61M 6.07% 5

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

Nutshell Asset Management's MSCI Position: Q2 2026 in Review

Nutshell Asset Management increased its MSCI (MSCI) stake by 115% in Q2 2026, buying an estimated $5.3M and bringing the position to 17,011 shares worth $9.53M. The position accounts for 3.18% of the portfolio, ranked #13.

Nutshell Asset Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.8M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Nutshell Asset Management held 17,011 shares of MSCI worth $9.53M as of Q2 2026.
  • Nutshell Asset Management bought 9,081 MSCI shares in Q2 2026, an estimated $5.3M.
  • MSCI made up 3.18% of Nutshell Asset Management's portfolio in Q2 2026, its #13 holding.
  • Nutshell Asset Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Nutshell Asset Management's MSCI position peaked at $11.8M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Nutshell Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.