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Salomon & Ludwin’s MSCI MSCI Stock Holding History

Salomon & Ludwin’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 		$13.4K Hold
23
– – ﹤0.01% 1441
2026
Q1 		$12.5K Sell
23
-9
-28% -$5.08K ﹤0.01% 1403
2025
Q4 		$18.5K Sell
32
-5
-14% -$2.8K ﹤0.01% 966
2025
Q3 		$20.7K Buy
+37
New +$20.9K ﹤0.01% 785

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

Salomon & Ludwin's MSCI Position: Q2 2026 in Review

Salomon & Ludwin held its MSCI (MSCI) position steady in Q2 2026 at 23 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Salomon & Ludwin first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q3 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Salomon & Ludwin held 23 shares of MSCI worth $13.4K as of Q2 2026.
  • Salomon & Ludwin left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1441 holding.
  • Salomon & Ludwin first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's MSCI position peaked at $20.7K in Q3 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.