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SummitTX Capital’s MSCI MSCI Stock Holding History

SummitTX Capital’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 		$11.4M Buy
20,330
+13,552
+200% +$7.91M 0.29% 77
2026
Q1 		$3.65M Buy
6,778
+5,099
+304% +$2.88M 0.11% 209
2025
Q4 		$963K Buy
+1,679
New +$942K 0.03% 422
2025
Q2 		– Sell
-14,289
Closed -$8.08M – 924
2025
Q1 		$8.08M Buy
+14,289
New +$8.31M 0.35% 59

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

SummitTX Capital's MSCI Position: Q2 2026 in Review

SummitTX Capital increased its MSCI (MSCI) stake by 200% in Q2 2026, buying an estimated $7.91M and bringing the position to 20,330 shares worth $11.4M. The position accounts for 0.29% of the portfolio, ranked #77.

SummitTX Capital first reported a position in MSCI in Q1 2025 and has held it in 4 quarters since. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • SummitTX Capital held 20,330 shares of MSCI worth $11.4M as of Q2 2026.
  • SummitTX Capital bought 13,552 MSCI shares in Q2 2026, an estimated $7.91M.
  • MSCI made up 0.29% of SummitTX Capital's portfolio in Q2 2026, its #77 holding.
  • SummitTX Capital first reported a position in MSCI in Q1 2025 and has held it in 4 quarters since.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.