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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
Q2 		$336K Sell
600
-69
-10% -$40.3K 0.01% 97
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 $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

Potomac Fund Management's MSCI Position: Q2 2026 in Review

Potomac Fund Management reduced its MSCI (MSCI) stake by 10% in Q2 2026, selling an estimated $40.3K and leaving 600 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #97.

Potomac Fund Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $380K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Potomac Fund Management held 600 shares of MSCI worth $336K as of Q2 2026.
  • Potomac Fund Management sold 69 MSCI shares in Q2 2026, an estimated $40.3K.
  • MSCI made up 0.01% of Potomac Fund Management's portfolio in Q2 2026, its #97 holding.
  • Potomac Fund Management first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Potomac Fund Management's MSCI position peaked at $380K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Potomac Fund Management's 13F filing for Q2 2026, filed 13 Aug 2026.