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Pinnacle Associates’s MSCI MSCI Stock Holding History

Pinnacle Associates’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 		$655K Sell
1,170
-30
-3% -$17.5K 0.01% 628
2026
Q1 		$647K Sell
1,200
-180
-13% -$101K 0.01% 605
2025
Q4 		$792K Buy
1,380
+254
+23% +$142K 0.01% 561
2025
Q3 		$639K Sell
1,126
-10
-0.9% -$5.65K 0.01% 591
2025
Q2 		$655K Buy
1,136
+64
+6% +$35.4K 0.01% 578
2025
Q1 		$606K Buy
1,072
+22
+2% +$12.8K 0.01% 574
2024
Q4 		$630K Sell
1,050
-258
-20% -$155K 0.01% 558
2024
Q3 		$740K Buy
1,308
+230
+21% +$125K 0.01% 509
2024
Q2 		$519K Sell
1,078
-228
-17% -$113K 0.01% 578
2024
Q1 		$732K Sell
1,306
-2
-0.2% -$1.12K 0.01% 532
2023
Q4 		$740K Buy
1,308
+126
+11% +$65K 0.01% 518
2023
Q3 		$606K Buy
1,182
+6
+0.5% +$3.15K 0.01% 537
2023
Q2 		$552K Sell
1,176
-92
-7% -$44.9K 0.01% 566
2023
Q1 		$710K Buy
1,268
+62
+5% +$32.8K 0.01% 461
2022
Q4 		$561K Sell
1,206
-27
-2% -$12.6K 0.01% 484
2022
Q3 		$520K Buy
1,233
+130
+12% +$59.5K 0.01% 491
2022
Q2 		$455K Buy
1,103
+127
+13% +$55.3K 0.01% 533
2022
Q1 		$491K Buy
+976
New +$506K 0.01% 565

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

Pinnacle Associates's MSCI Position: Q2 2026 in Review

Pinnacle Associates reduced its MSCI (MSCI) stake by 2.5% in Q2 2026, selling an estimated $17.5K and leaving 1,170 shares worth $655K. The position accounts for 0.01% of the portfolio, ranked #628.

Pinnacle Associates first reported a position in MSCI in Q1 2022 and has held it in 18 quarters since. The position peaked at $792K in Q4 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Pinnacle Associates held 1,170 shares of MSCI worth $655K as of Q2 2026.
  • Pinnacle Associates sold 30 MSCI shares in Q2 2026, an estimated $17.5K.
  • MSCI made up 0.01% of Pinnacle Associates's portfolio in Q2 2026, its #628 holding.
  • Pinnacle Associates first reported a position in MSCI in Q1 2022 and has held it in 18 quarters since.
  • Pinnacle Associates's MSCI position peaked at $792K in Q4 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.