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Sittner & Nelson’s MSCI MSCI Stock Holding History

Sittner & Nelson’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 		$1.12K Hold
2
– – ﹤0.01% 560
2026
Q1 		$1.08K Hold
2
– – ﹤0.01% 534
2025
Q4 		$1.12K Hold
2
– – ﹤0.01% 499
2025
Q3 		$1.14K Hold
2
– – ﹤0.01% 462
2025
Q2 		$1.15K Hold
2
– – ﹤0.01% 469
2025
Q1 		$1.13K Hold
2
– – ﹤0.01% 459
2024
Q4 		$1.2K Buy
+2
New +$1.2K ﹤0.01% 443

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

Sittner & Nelson's MSCI Position: Q2 2026 in Review

Sittner & Nelson held its MSCI (MSCI) position steady in Q2 2026 at 2 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

Sittner & Nelson first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Sittner & Nelson held 2 shares of MSCI worth $1.12K as of Q2 2026.
  • Sittner & Nelson left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #560 holding.
  • Sittner & Nelson first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Sittner & Nelson's MSCI position peaked at $1.2K in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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