Oppenheimer & Co
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Oppenheimer & Co’s MSCI MSCI Stock Holding History

Oppenheimer & Co’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
Q3 		$1.67M Sell
3,102
-11
-0.4% -$6.29K 0.02% 696
2026
Q2 		$1.74M Buy
3,113
+129
+4% +$75.3K 0.02% 694
2026
Q1 		$1.61M Buy
2,984
+2,472
+483% +$1.39M 0.02% 672
2025
Q4 		$294K Buy
512
+148
+41% +$83K ﹤0.01% 1279
2025
Q3 		$207K Buy
364
+7
+2% +$3.96K ﹤0.01% 1530
2025
Q2 		$206K Buy
+357
New +$198K ﹤0.01% 1490
2025
Q1 		– Sell
-348
Closed -$209K – 1628
2024
Q4 		$209K Sell
348
-7
-2% -$4.2K ﹤0.01% 1436
2024
Q3 		$207K Buy
+355
New +$192K ﹤0.01% 1396
2024
Q2 		– Sell
-359
Closed -$201K – 1494
2024
Q1 		$201K Buy
359
+3
+0.8% +$1.69K ﹤0.01% 1342
2023
Q4 		$201K Sell
356
-800
-69% -$413K ﹤0.01% 1286
2023
Q3 		$593K Buy
+1,156
New +$607K 0.01% 875

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Oppenheimer & Co's MSCI Position: Q3 2026 in Review

Oppenheimer & Co reduced its MSCI (MSCI) stake by 0.35% in Q3 2026, selling an estimated $6.29K and leaving 3,102 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #696.

Oppenheimer & Co first reported a position in MSCI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.74M in Q2 2026. 611 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Oppenheimer & Co held 3,102 shares of MSCI worth $1.67M as of Q3 2026.
  • Oppenheimer & Co sold 11 MSCI shares in Q3 2026, an estimated $6.29K.
  • MSCI made up 0.02% of Oppenheimer & Co's portfolio in Q3 2026, its #696 holding.
  • Oppenheimer & Co first reported a position in MSCI in Q3 2023 and has held it in 11 quarters since.
  • Oppenheimer & Co's MSCI position peaked at $1.74M in Q2 2026.
  • 611 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.