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Stephen Yacktman’s MSCI MSCI Stock Holding History

Stephen Yacktman’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 		$6.1M Hold
10,900
– – 0.08% 55
2026
Q1 		$5.88M Hold
10,900
– – 0.08% 54
2025
Q4 		$6.25M Hold
10,900
– – 0.09% 52
2025
Q3 		$6.18M Hold
10,900
– – 0.09% 49
2025
Q2 		$6.29M Buy
10,900
+3,790
+53% +$2.1M 0.08% 52
2025
Q1 		$4.02M Hold
7,110
– – 0.05% 54
2024
Q4 		$4.27M Hold
7,110
– – 0.05% 54
2024
Q3 		$4.14M Hold
7,110
– – 0.04% 55
2024
Q2 		$3.43M Buy
+7,110
New +$3.53M 0.03% 60

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

Stephen Yacktman's MSCI Position: Q2 2026 in Review

Stephen Yacktman held its MSCI (MSCI) position steady in Q2 2026 at 10,900 shares worth $6.1M. The position accounts for 0.08% of the portfolio, ranked #55.

Stephen Yacktman first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.29M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Stephen Yacktman held 10,900 shares of MSCI worth $6.1M as of Q2 2026.
  • Stephen Yacktman left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.08% of Stephen Yacktman's portfolio in Q2 2026, its #55 holding.
  • Stephen Yacktman first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Stephen Yacktman's MSCI position peaked at $6.29M in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Yacktman Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.