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PDS Planning’s MSCI MSCI Stock Holding History

PDS Planning’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 		$278K Buy
516
+4
+0.8% +$2.26K 0.02% 412
2025
Q4 		$294K Sell
512
-56
-10% -$31.4K 0.02% 393
2025
Q3 		$322K Buy
568
+36
+7% +$20.4K 0.02% 355
2025
Q2 		$307K Buy
532
+4
+0.8% +$2.21K 0.02% 344
2025
Q1 		$299K Buy
528
+77
+17% +$44.8K 0.03% 328
2024
Q4 		$271K Buy
451
+34
+8% +$20.4K 0.02% 321
2024
Q3 		$243K Buy
+417
New +$226K 0.02% 359
2024
Q2 		– Sell
-457
Closed -$256K – 408
2024
Q1 		$256K Buy
457
+24
+6% +$13.5K 0.03% 296
2023
Q4 		$245K Sell
433
-11
-2% -$5.68K 0.03% 282
2023
Q3 		$228K Buy
444
+15
+3% +$7.88K 0.03% 273
2023
Q2 		$201K Buy
429
+32
+8% +$15.6K 0.03% 304
2023
Q1 		$222K Buy
+397
New +$210K 0.03% 250

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

PDS Planning's MSCI Position: Q1 2026 in Review

PDS Planning increased its MSCI (MSCI) stake by 0.78% in Q1 2026, buying an estimated $2.26K and bringing the position to 516 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #412.

PDS Planning first reported a position in MSCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $322K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • PDS Planning held 516 shares of MSCI worth $278K as of Q1 2026.
  • PDS Planning bought 4 MSCI shares in Q1 2026, an estimated $2.26K.
  • MSCI made up 0.02% of PDS Planning's portfolio in Q1 2026, its #412 holding.
  • PDS Planning first reported a position in MSCI in Q1 2023 and has held it in 12 quarters since.
  • PDS Planning's MSCI position peaked at $322K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.