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Unified Investment Management’s MSCI MSCI Stock Holding History

Unified Investment Management’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 		$526K Hold
940
– – 0.49% 74
2026
Q1 		$506K Sell
940
-179
-16% -$101K 0.52% 73
2025
Q4 		$642K Hold
1,119
– – 0.64% 49
2025
Q3 		$635K Buy
+1,119
New +$633K 0.63% 51

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

Unified Investment Management's MSCI Position: Q2 2026 in Review

Unified Investment Management held its MSCI (MSCI) position steady in Q2 2026 at 940 shares worth $526K. The position accounts for 0.49% of the portfolio, ranked #74.

Unified Investment Management first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $642K in Q4 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Unified Investment Management held 940 shares of MSCI worth $526K as of Q2 2026.
  • Unified Investment Management left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.49% of Unified Investment Management's portfolio in Q2 2026, its #74 holding.
  • Unified Investment Management first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • Unified Investment Management's MSCI position peaked at $642K in Q4 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.