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Progressive Investment Management’s MSCI MSCI Stock Holding History

Progressive 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 		$8.49M Sell
15,154
-218
-1% -$127K 1.87% 21
2026
Q1 		$8.29M Buy
15,372
+4
+0% +$2.26K 2.19% 18
2025
Q4 		$8.82M Sell
15,368
-77
-0.5% -$43.2K 2.11% 16
2025
Q3 		$8.76M Sell
15,445
-148
-0.9% -$83.7K 2.13% 17
2025
Q2 		$8.99M Sell
15,593
-151
-1% -$83.6K 2.29% 19
2025
Q1 		$8.9M Sell
15,744
-297
-2% -$173K 2.49% 18
2024
Q4 		$9.62M Sell
16,041
-316
-2% -$190K 2.47% 17
2024
Q3 		$9.53M Sell
16,357
-205
-1% -$111K 2.45% 19
2024
Q2 		$7.98M Sell
16,562
-137
-0.8% -$68K 2.11% 20
2024
Q1 		$9.36M Sell
16,699
-254
-1% -$143K 2.57% 18
2023
Q4 		$9.59M Sell
16,953
-43
-0.3% -$22.2K 2.73% 16
2023
Q3 		$8.72M Sell
16,996
-212
-1% -$111K 2.83% 15
2023
Q2 		$8.08M Sell
17,208
-168
-1% -$82K 2.52% 17
2023
Q1 		$9.73M Buy
17,376
+218
+1% +$115K 3.14% 14
2022
Q4 		$7.98M Buy
17,158
+207
+1% +$96.3K 3.1% 14
2022
Q3 		$7.15M Buy
16,951
+100
+0.6% +$45.8K 2.94% 13
2022
Q2 		$6.95M Buy
16,851
+413
+3% +$180K 2.71% 18
2022
Q1 		$8.27M Buy
16,438
+4,039
+33% +$2.09M 2.6% 18
2021
Q4 		$7.6M Buy
12,399
+21
+0.2% +$13.2K 2.11% 22
2021
Q3 		$7.53M Buy
12,378
+177
+1% +$108K 2.23% 21
2021
Q2 		$6.5M Buy
12,201
+75
+0.6% +$35.8K 2.03% 24
2021
Q1 		$5.08M Buy
12,126
+559
+5% +$235K 1.79% 27
2020
Q4 		$5.17M Buy
11,567
+207
+2% +$81.2K 1.86% 26
2020
Q3 		$4.05M Buy
+11,360
New +$4.12M 1.6% 26
2015
Q2 		– Sell
-702
Closed -$43K – 74
2015
Q1 		$43K Buy
+702
New +$39.2K 0.15% 78

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

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

Progressive Investment Management reduced its MSCI (MSCI) stake by 1.4% in Q2 2026, selling an estimated $127K and leaving 15,154 shares worth $8.49M. The position accounts for 1.87% of the portfolio, ranked #21.

Progressive Investment Management first reported a position in MSCI in Q1 2015 and has held it in 25 quarters since. The position peaked at $9.73M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Progressive Investment Management held 15,154 shares of MSCI worth $8.49M as of Q2 2026.
  • Progressive Investment Management sold 218 MSCI shares in Q2 2026, an estimated $127K.
  • MSCI made up 1.87% of Progressive Investment Management's portfolio in Q2 2026, its #21 holding.
  • Progressive Investment Management first reported a position in MSCI in Q1 2015 and has held it in 25 quarters since.
  • Progressive Investment Management's MSCI position peaked at $9.73M in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Progressive Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.