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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
Q2 		$1.08M Sell
1,921
-347
-15% -$202K 0.07% 243
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 $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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's MSCI Position: Q2 2026 in Review

Transcend Capital Advisors reduced its MSCI (MSCI) stake by 15% in Q2 2026, selling an estimated $202K and leaving 1,921 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #243.

Transcend Capital Advisors first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.22M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Transcend Capital Advisors held 1,921 shares of MSCI worth $1.08M as of Q2 2026.
  • Transcend Capital Advisors sold 347 MSCI shares in Q2 2026, an estimated $202K.
  • MSCI made up 0.07% of Transcend Capital Advisors's portfolio in Q2 2026, its #243 holding.
  • Transcend Capital Advisors first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Transcend Capital Advisors's MSCI position peaked at $1.22M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.