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Tandem Investment Advisors’s MSCI MSCI Stock Holding History

Tandem Investment Advisors’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 		$236K Sell
422
-137
-25% -$79.9K 0.02% 64
2026
Q1 		$301K Sell
559
-285
-34% -$161K 0.01% 65
2025
Q4 		$484K Sell
844
-50
-6% -$28K 0.02% 53
2025
Q3 		$507K Buy
+894
New +$505K 0.02% 55

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

Tandem Investment Advisors's MSCI Position: Q2 2026 in Review

Tandem Investment Advisors reduced its MSCI (MSCI) stake by 25% in Q2 2026, selling an estimated $79.9K and leaving 422 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #64.

Tandem Investment Advisors first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $507K in Q3 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Tandem Investment Advisors held 422 shares of MSCI worth $236K as of Q2 2026.
  • Tandem Investment Advisors sold 137 MSCI shares in Q2 2026, an estimated $79.9K.
  • MSCI made up 0.02% of Tandem Investment Advisors's portfolio in Q2 2026, its #64 holding.
  • Tandem Investment Advisors first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • Tandem Investment Advisors's MSCI position peaked at $507K in Q3 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Tandem Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.