SC
MSCI icon

Summa Corp’s MSCI MSCI Stock Holding History

Summa Corp’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 		– Sell
-372
Closed -$201K – 87
2026
Q1 		$201K Hold
372
– – 0.08% 83
2025
Q4 		$213K Sell
372
-10
-3% -$5.61K 0.09% 74
2025
Q3 		$217K Hold
382
– – 0.1% 74
2025
Q2 		$220K Hold
382
– – 0.11% 71
2025
Q1 		$216K Hold
382
– – 0.13% 59
2024
Q4 		$229K Hold
382
– – 0.11% 58
2024
Q3 		$223K Buy
+382
New +$207K 0.11% 61

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

Summa Corp's MSCI Position: Q2 2026 in Review

Summa Corp sold out of MSCI (MSCI) in Q2 2026, closing a stake of 372 shares — an estimated $201K sold.

Summa Corp first reported a position in MSCI in Q3 2024 and held it in 7 quarters. The position peaked at $229K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Summa Corp reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Summa Corp sold 372 MSCI shares in Q2 2026, an estimated $201K.
  • Summa Corp first reported a position in MSCI in Q3 2024 and held it in 7 quarters.
  • Summa Corp's MSCI position peaked at $229K in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Summa Corp's 13F filing for Q2 2026, filed 6 Aug 2026.