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Strive Financial Group’s MSCI MSCI Stock Holding History

Strive Financial Group’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 		$360K Sell
643
-2,405
-79% -$1.4M 0.16% 95
2026
Q1 		$1.64M Sell
3,048
-201
-6% -$113K 0.87% 36
2025
Q4 		$1.86M Buy
+3,249
New +$1.82M 0.99% 32

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

Strive Financial Group's MSCI Position: Q2 2026 in Review

Strive Financial Group reduced its MSCI (MSCI) stake by 79% in Q2 2026, selling an estimated $1.4M and leaving 643 shares worth $360K. The position accounts for 0.16% of the portfolio, ranked #95.

Strive Financial Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.86M in Q4 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Strive Financial Group held 643 shares of MSCI worth $360K as of Q2 2026.
  • Strive Financial Group sold 2,405 MSCI shares in Q2 2026, an estimated $1.4M.
  • MSCI made up 0.16% of Strive Financial Group's portfolio in Q2 2026, its #95 holding.
  • Strive Financial Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Strive Financial Group's MSCI position peaked at $1.86M in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Strive Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.