TA
MSCI icon

Tiptree Advisors’s MSCI MSCI Stock Holding History

Tiptree 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
Q1 		– Sell
-2,000
Closed -$1.15M – 26
2025
Q4 		$1.15M Buy
+2,000
New +$1.12M 0.66% 19

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Tiptree Advisors's MSCI Position: Q1 2026 in Review

Tiptree Advisors sold out of MSCI (MSCI) in Q1 2026, closing a stake of 2,000 shares — an estimated $1.15M sold.

Tiptree Advisors first reported a position in MSCI in Q4 2025 and held it in 1 quarter. The position peaked at $1.15M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Tiptree Advisors reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Tiptree Advisors sold 2,000 MSCI shares in Q1 2026, an estimated $1.15M.
  • Tiptree Advisors first reported a position in MSCI in Q4 2025 and held it in 1 quarter.
  • Tiptree Advisors's MSCI position peaked at $1.15M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Tiptree Advisors's 13F filing for Q1 2026, filed 15 May 2026.