PIM
MSCI icon

Plato Investment Management’s MSCI MSCI Stock Holding History

Plato Investment Management’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 		$1.67M Sell
3,008
-790
-21% -$461K 0.1% 201
2026
Q1 		$2.05M Hold
3,798
– – 0.14% 159
2025
Q4 		$2.19M Sell
3,798
-92
-2% -$51.6K 0.14% 151
2025
Q3 		$2.19M Buy
3,890
+10
+0.3% +$5.65K 0.15% 146
2025
Q2 		$2.23M Buy
3,880
+2
+0.1% +$1.11K 0.17% 139
2025
Q1 		$2.22M Sell
3,878
-521
-12% -$303K 0.19% 129
2024
Q4 		$2.65M Buy
4,399
+114
+3% +$68.4K 0.19% 116
2024
Q3 		$2.5M Buy
4,285
+2
+0% +$1.08K 0.2% 118
2024
Q2 		$2.06M Buy
4,283
+96
+2% +$47.6K 0.19% 120
2024
Q1 		$2.35M Buy
4,187
+3,948
+1,652% +$2.22M 0.24% 107
2023
Q4 		$135K Buy
+239
New +$123K 0.17% 131

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 $3.38T AUM 44.17% 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

Plato Investment Management's MSCI Position: Q2 2026 in Review

Plato Investment Management reduced its MSCI (MSCI) stake by 21% in Q2 2026, selling an estimated $461K and leaving 3,008 shares worth $1.67M. The position accounts for 0.1% of the portfolio, ranked #201.

Plato Investment Management first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.65M in Q4 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Plato Investment Management held 3,008 shares of MSCI worth $1.67M as of Q2 2026.
  • Plato Investment Management sold 790 MSCI shares in Q2 2026, an estimated $461K.
  • MSCI made up 0.1% of Plato Investment Management's portfolio in Q2 2026, its #201 holding.
  • Plato Investment Management first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's MSCI position peaked at $2.65M in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.