Richard W. Paul & Associates’s MSCI MSCI Stock Holding History

Richard W. Paul & Associates’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	$1.68K	Hold	3	–	–	﹤0.01%	295
2026 Q1	$1.62K	Hold	3	–	–	﹤0.01%	276
2025 Q4	$1.72K	Hold	3	–	–	﹤0.01%	268
2025 Q3	$1.7K	Hold	3	–	–	﹤0.01%	287
2025 Q2	$1.73K	Hold	3	–	–	﹤0.01%	304
2025 Q1	$1.7K	Hold	3	–	–	﹤0.01%	296
2024 Q4	$1.8K	Hold	3	–	–	﹤0.01%	417
2024 Q3	$1.75K	Sell	3 -6	-67%	-$3.25K	﹤0.01%	425
2024 Q2	$4.34K	Hold	9	–	–	﹤0.01%	347
2024 Q1	$5.04K	Hold	9	–	–	﹤0.01%	355
2023 Q4	$5.09K	Hold	9	–	–	﹤0.01%	350
2023 Q3	$4.62K	Sell	9 -2	-18%	-$1.05K	﹤0.01%	347
2023 Q2	$5.16K	Hold	11	–	–	﹤0.01%	361
2023 Q1	$6.16K	Hold	11	–	–	﹤0.01%	359
2022 Q4	$5.12K	Buy	+11	New	+$5.12K	﹤0.01%	368

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Richard W. Paul & Associates's MSCI Position: Q2 2026 in Review

Richard W. Paul & Associates held its MSCI (MSCI) position steady in Q2 2026 at 3 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Richard W. Paul & Associates first reported a position in MSCI in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.16K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Richard W. Paul & Associates held 3 shares of MSCI worth $1.68K as of Q2 2026.
Richard W. Paul & Associates left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Richard W. Paul & Associates's portfolio in Q2 2026, its #295 holding.
Richard W. Paul & Associates first reported a position in MSCI in Q4 2022 and has held it in 15 quarters since.
Richard W. Paul & Associates's MSCI position peaked at $6.16K in Q1 2023.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.