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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
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 $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

Pinnacle Associates's MSCI Position: Q1 2026 in Review

Pinnacle Associates reduced its MSCI (MSCI) stake by 13% in Q1 2026, selling an estimated $101K and leaving 1,200 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #605.

Pinnacle Associates first reported a position in MSCI in Q1 2022 and has held it in 17 quarters since. The position peaked at $792K in Q4 2025. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Pinnacle Associates held 1,200 shares of MSCI worth $647K as of Q1 2026.
  • Pinnacle Associates sold 180 MSCI shares in Q1 2026, an estimated $101K.
  • MSCI made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #605 holding.
  • Pinnacle Associates first reported a position in MSCI in Q1 2022 and has held it in 17 quarters since.
  • Pinnacle Associates's MSCI position peaked at $792K in Q4 2025.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.