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Potomac Fund Management’s MSCI MSCI Stock Holding History

Potomac Fund 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
Q1 		$361K Buy
669
+6
+0.9% +$3.38K 0.01% 90
2025
Q4 		$380K Buy
663
+148
+29% +$83K 0.01% 90
2025
Q3 		$292K Buy
515
+140
+37% +$79.1K 0.01% 93
2025
Q2 		$215K Buy
+375
New +$208K 0.01% 95

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

Potomac Fund Management's MSCI Position: Q1 2026 in Review

Potomac Fund Management increased its MSCI (MSCI) stake by 0.9% in Q1 2026, buying an estimated $3.38K and bringing the position to 669 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #90.

Potomac Fund Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $380K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Potomac Fund Management held 669 shares of MSCI worth $361K as of Q1 2026.
  • Potomac Fund Management bought 6 MSCI shares in Q1 2026, an estimated $3.38K.
  • MSCI made up 0.01% of Potomac Fund Management's portfolio in Q1 2026, its #90 holding.
  • Potomac Fund Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since.
  • Potomac Fund Management's MSCI position peaked at $380K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Potomac Fund Management's 13F filing for Q1 2026, filed 14 May 2026.