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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
Q2 		$286K Sell
510
-6
-1% -$3.5K 0.02% 443
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 $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

PDS Planning's MSCI Position: Q2 2026 in Review

PDS Planning reduced its MSCI (MSCI) stake by 1.2% in Q2 2026, selling an estimated $3.5K and leaving 510 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #443.

PDS Planning first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since. The position peaked at $322K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • PDS Planning held 510 shares of MSCI worth $286K as of Q2 2026.
  • PDS Planning sold 6 MSCI shares in Q2 2026, an estimated $3.5K.
  • MSCI made up 0.02% of PDS Planning's portfolio in Q2 2026, its #443 holding.
  • PDS Planning first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since.
  • PDS Planning's MSCI position peaked at $322K in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.