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Private Advisor Group’s MSCI MSCI Stock Holding History

Private Advisor Group’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
2022
Q1 		– Sell
-10,000
Closed -$55K – 2208
2021
Q4 		$55K Buy
10,000
+9,800
+4,900% +$6.15M ﹤0.01% 2072
2021
Q3 		$6K Buy
+200
New +$122K ﹤0.01% 2014

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

Private Advisor Group's MSCI Position: Q1 2026 in Review

Private Advisor Group increased its MSCI (MSCI) stake by 21% in Q1 2026, buying an estimated $66.5K and bringing the position to 674 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2064.

Private Advisor Group first reported a position in MSCI in Q4 2016 and has held it in 36 quarters since. The position peaked at $6.54M in Q3 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Private Advisor Group held 674 shares of MSCI worth $363K as of Q1 2026.
  • Private Advisor Group bought 118 MSCI shares in Q1 2026, an estimated $66.5K.
  • MSCI made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2064 holding.
  • Private Advisor Group first reported a position in MSCI in Q4 2016 and has held it in 36 quarters since.
  • Private Advisor Group's MSCI position peaked at $6.54M in Q3 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.