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Summit Securities Group’s MSCI MSCI Stock Holding History

Summit Securities 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 		$9.52K Buy
17
+5
+42% +$2.92K ﹤0.01% 849
2026
Q1 		$6.47K Sell
12
-204
-94% -$115K ﹤0.01% 755
2025
Q4 		$124K Buy
216
+83
+62% +$46.6K 0.02% 429
2025
Q3 		$75.5K Buy
133
+81
+156% +$45.8K 0.02% 457
2025
Q2 		$30K Buy
+52
New +$28.8K 0.01% 635
2023
Q3 		– Sell
-106
Closed -$50K – 865
2023
Q2 		$50K Sell
106
-52
-33% -$25.4K 0.01% 412
2023
Q1 		$88K Buy
158
+76
+93% +$40.2K 0.01% 324
2022
Q4 		$38K Sell
82
-530
-87% -$247K ﹤0.01% 775
2022
Q3 		$258K Buy
612
+443
+262% +$203K 0.02% 379
2022
Q2 		$70K Buy
169
+136
+412% +$59.2K 0.01% 473
2022
Q1 		$17K Buy
+33
New +$17.1K ﹤0.01% 744

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

Summit Securities Group's MSCI Position: Q2 2026 in Review

Summit Securities Group increased its MSCI (MSCI) stake by 42% in Q2 2026, buying an estimated $2.92K and bringing the position to 17 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Summit Securities Group first reported a position in MSCI in Q1 2022 and has held it in 11 quarters since. The position peaked at $258K in Q3 2022. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Summit Securities Group held 17 shares of MSCI worth $9.52K as of Q2 2026.
  • Summit Securities Group bought 5 MSCI shares in Q2 2026, an estimated $2.92K.
  • MSCI made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #849 holding.
  • Summit Securities Group first reported a position in MSCI in Q1 2022 and has held it in 11 quarters since.
  • Summit Securities Group's MSCI position peaked at $258K in Q3 2022.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.