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Pin Oak Investment Advisors’s MSCI MSCI Stock Holding History

Pin Oak Investment Advisors’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 		$65K Sell
120
-1
-0.8% -$564 0.05% 185
2025
Q4 		$67K Sell
121
-2
-2% -$1.12K 0.05% 183
2025
Q3 		$69.8K Sell
123
-7
-5% -$3.96K 0.05% 179
2025
Q2 		$73K Hold
130
– – 0.06% 164
2025
Q1 		$73K Hold
130
– – 0.06% 165
2024
Q4 		$76K Hold
130
– – 0.07% 154
2024
Q3 		$75K Buy
130
+44
+51% +$23.9K 0.07% 156
2024
Q2 		$41K Buy
86
+79
+1,129% +$39.2K 0.04% 190
2024
Q1 		$4K Hold
7
– – ﹤0.01% 403
2023
Q4 		$4K Hold
7
– – ﹤0.01% 407
2023
Q3 		$4K Hold
7
– – ﹤0.01% 400
2023
Q2 		$3K Hold
7
– – ﹤0.01% 408
2023
Q1 		$4K Hold
7
– – ﹤0.01% 375
2022
Q4 		$3K Hold
7
– – ﹤0.01% 379
2022
Q3 		$3K Hold
7
– – ﹤0.01% 346
2022
Q2 		$3K Sell
7
-39
-85% -$17K ﹤0.01% 371
2022
Q1 		$23K Sell
46
-16
-26% -$8.3K 0.02% 240
2021
Q4 		$38K Hold
62
– – 0.04% 196
2021
Q3 		$38K Hold
62
– – 0.04% 184
2021
Q2 		$33K Sell
62
-125
-67% -$59.6K 0.03% 193
2021
Q1 		$78K Sell
187
-150
-45% -$63K 0.07% 152
2020
Q4 		$150K Hold
337
– – 0.12% 112
2020
Q3 		$120K Sell
337
-162
-32% -$58.8K 0.12% 115
2020
Q2 		$167K Hold
499
– – 0.16% 109
2020
Q1 		$144K Buy
499
+9
+2% +$2.55K 0.15% 112
2019
Q4 		$127K Hold
490
– – 0.1% 127
2019
Q3 		$107K Buy
+490
New +$114K 0.09% 144

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

Pin Oak Investment Advisors's MSCI Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its MSCI (MSCI) stake by 0.83% in Q1 2026, selling an estimated $564 and leaving 120 shares worth $65K. The position accounts for 0.05% of the portfolio, ranked #185.

Pin Oak Investment Advisors first reported a position in MSCI in Q3 2019 and has held it in 27 quarters since. The position peaked at $167K in Q2 2020. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Pin Oak Investment Advisors held 120 shares of MSCI worth $65K as of Q1 2026.
  • Pin Oak Investment Advisors sold 1 MSCI share in Q1 2026, an estimated $564.
  • MSCI made up 0.05% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #185 holding.
  • Pin Oak Investment Advisors first reported a position in MSCI in Q3 2019 and has held it in 27 quarters since.
  • Pin Oak Investment Advisors's MSCI position peaked at $167K in Q2 2020.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.