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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
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

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

Oppenheimer & Co's MSCI Position: Q1 2026 in Review

Oppenheimer & Co increased its MSCI (MSCI) stake by 483% in Q1 2026, buying an estimated $1.39M and bringing the position to 2,984 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #672.

Oppenheimer & Co first reported a position in MSCI in Q3 2023 and has held it in 9 quarters since. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Oppenheimer & Co held 2,984 shares of MSCI worth $1.61M as of Q1 2026.
  • Oppenheimer & Co bought 2,472 MSCI shares in Q1 2026, an estimated $1.39M.
  • MSCI made up 0.02% of Oppenheimer & Co's portfolio in Q1 2026, its #672 holding.
  • Oppenheimer & Co first reported a position in MSCI in Q3 2023 and has held it in 9 quarters since.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.