SC
MSCI icon

Savant Capital’s MSCI MSCI Stock Holding History

Savant Capital’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 		$481K Buy
873
+359
+70% +$209K ﹤0.01% 1245
2026
Q1 		$277K Buy
514
+135
+36% +$76.1K ﹤0.01% 1222
2025
Q4 		$217K Sell
379
-198
-34% -$111K ﹤0.01% 1245
2025
Q3 		$327K Buy
577
+176
+44% +$99.5K ﹤0.01% 983
2025
Q2 		$231K Buy
401
+31
+8% +$17.2K ﹤0.01% 1090
2025
Q1 		$209K Sell
370
-180
-33% -$105K ﹤0.01% 989
2024
Q4 		$330K Buy
550
+199
+57% +$119K ﹤0.01% 1062
2024
Q3 		$205K Buy
+351
New +$190K ﹤0.01% 1271
2024
Q2 		– Sell
-358
Closed -$201K – 1317
2024
Q1 		$201K Sell
358
-1
-0.3% -$562 ﹤0.01% 1041
2023
Q4 		$203K Buy
+359
New +$185K ﹤0.01% 809
2023
Q2 		– Sell
-369
Closed -$207K – 802
2023
Q1 		$207K Buy
+369
New +$195K ﹤0.01% 682
2022
Q1 		– Sell
-333
Closed -$204K – 581
2021
Q4 		$204K Buy
+333
New +$209K 0.01% 543

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

Savant Capital's MSCI Position: Q2 2026 in Review

Savant Capital increased its MSCI (MSCI) stake by 70% in Q2 2026, buying an estimated $209K and bringing the position to 873 shares worth $481K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Savant Capital first reported a position in MSCI in Q4 2021 and has held it in 12 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Savant Capital held 873 shares of MSCI worth $481K as of Q2 2026.
  • Savant Capital bought 359 MSCI shares in Q2 2026, an estimated $209K.
  • MSCI made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1245 holding.
  • Savant Capital first reported a position in MSCI in Q4 2021 and has held it in 12 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.