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Transcend Capital Advisors’s MSCI MSCI Stock Holding History

Transcend Capital 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 		$1.22M Buy
2,268
+658
+41% +$371K 0.1% 200
2025
Q4 		$924K Sell
1,610
-414
-20% -$232K 0.07% 242
2025
Q3 		$1.15M Buy
2,024
+13
+0.6% +$7.35K 0.08% 227
2025
Q2 		$1.16M Buy
2,011
+577
+40% +$319K 0.09% 207
2025
Q1 		$811K Buy
1,434
+251
+21% +$146K 0.06% 283
2024
Q4 		$710K Sell
1,183
-13
-1% -$7.8K 0.05% 291
2024
Q3 		$697K Buy
1,196
+169
+16% +$91.6K 0.05% 323
2024
Q2 		$495K Buy
+1,027
New +$510K 0.04% 361

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

Transcend Capital Advisors's MSCI Position: Q1 2026 in Review

Transcend Capital Advisors increased its MSCI (MSCI) stake by 41% in Q1 2026, buying an estimated $371K and bringing the position to 2,268 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #200.

Transcend Capital Advisors first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Transcend Capital Advisors held 2,268 shares of MSCI worth $1.22M as of Q1 2026.
  • Transcend Capital Advisors bought 658 MSCI shares in Q1 2026, an estimated $371K.
  • MSCI made up 0.1% of Transcend Capital Advisors's portfolio in Q1 2026, its #200 holding.
  • Transcend Capital Advisors first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.