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United Capital Financial Advisors’s MSCI MSCI Stock Holding History

United Capital Financial 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 		$10.5M Sell
18,737
-293
-2% -$171K 0.06% 246
2026
Q1 		$10.3M Buy
19,030
+199
+1% +$112K 0.06% 232
2025
Q4 		$10.8M Buy
18,831
+857
+5% +$481K 0.07% 230
2025
Q3 		$10.2M Buy
17,974
+326
+2% +$184K 0.07% 205
2025
Q2 		$10.2M Sell
17,648
-96
-0.5% -$53.1K 0.08% 192
2025
Q1 		$10M Sell
17,744
-146
-0.8% -$84.9K 0.09% 178
2024
Q4 		$10.7M Sell
17,890
-980
-5% -$588K 0.09% 170
2024
Q3 		$11M Buy
18,870
+315
+2% +$171K 0.09% 172
2024
Q2 		$8.94M Sell
18,555
-1,386
-7% -$688K 0.08% 191
2024
Q1 		$11.2M Buy
19,941
+111
+0.6% +$62.4K 0.09% 174
2023
Q4 		$11.2M Buy
19,830
+4,074
+26% +$2.1M 0.09% 175
2023
Q3 		$8.08M Buy
15,756
+332
+2% +$174K 0.05% 248
2023
Q2 		$7.24M Sell
15,424
-537
-3% -$262K 0.04% 271
2023
Q1 		$8.93M Sell
15,961
-211
-1% -$112K 0.05% 251
2022
Q4 		$7.52M Sell
16,172
-308
-2% -$143K 0.04% 285
2022
Q3 		$6.95M Sell
16,480
-2,436
-13% -$1.12M 0.04% 284
2022
Q2 		$7.8M Buy
18,916
+2,448
+15% +$1.07M 0.04% 284
2022
Q1 		$8.28M Buy
16,468
+108
+0.7% +$56K 0.04% 302
2021
Q4 		$10M Buy
16,360
+49
+0.3% +$30.7K 0.05% 279
2021
Q3 		$9.92M Sell
16,311
-20
-0.1% -$12.2K 0.05% 277
2021
Q2 		$8.71M Buy
16,331
+12
+0.1% +$5.72K 0.04% 291
2021
Q1 		$6.84M Buy
16,319
+939
+6% +$395K 0.04% 313
2020
Q4 		$6.87M Sell
15,380
-817
-5% -$321K 0.04% 301
2020
Q3 		$5.78M Buy
16,197
+1
+0% +$363 0.04% 319
2020
Q2 		$5.41M Sell
16,196
-730
-4% -$236K 0.04% 340
2020
Q1 		$4.89M Sell
16,926
-1,117
-6% -$316K 0.04% 344
2019
Q4 		$4.66M Sell
18,043
-9,375
-34% -$2.29M 0.03% 434
2019
Q3 		$5.97M Sell
27,418
-18,426
-40% -$4.27M 0.04% 369
2019
Q2 		$10.9M Buy
45,844
+18,121
+65% +$4.06M 0.07% 283
2019
Q1 		$5.51M Sell
27,723
-8,475
-23% -$1.47M 0.04% 395
2018
Q4 		$5.34M Buy
36,198
+46
+0.1% +$7K 0.04% 358
2018
Q3 		$6.41M Sell
36,152
-291
-0.8% -$50.5K 0.05% 389
2018
Q2 		$6.03M Sell
36,443
-613
-2% -$96.7K 0.04% 383
2018
Q1 		$5.54M Buy
37,056
+9,318
+34% +$1.34M 0.04% 394
2017
Q4 		$3.51M Sell
27,738
-946
-3% -$118K 0.03% 472
2017
Q3 		$3.35M Sell
28,684
-500
-2% -$55.5K 0.03% 458
2017
Q2 		$3.01M Sell
29,184
-2
-0% -$201 0.03% 481
2017
Q1 		$2.84M Sell
29,186
-944
-3% -$85.5K 0.03% 482
2016
Q4 		$2.37M Sell
30,130
-1,282
-4% -$103K 0.02% 526
2016
Q3 		$2.64M Sell
31,412
-13,396
-30% -$1.14M 0.03% 517
2016
Q2 		$3.45M Sell
44,808
-10,315
-19% -$781K 0.04% 439
2016
Q1 		$4.08M Sell
55,123
-14,474
-21% -$1M 0.05% 377
2015
Q4 		$5.02M Buy
69,597
+37,479
+117% +$2.51M 0.06% 327
2015
Q3 		$1.91M Sell
32,118
-2,100
-6% -$132K 0.02% 536
2015
Q2 		$2.11M Sell
34,218
-1,150
-3% -$71.3K 0.02% 555
2015
Q1 		$2.16M Sell
35,368
-450
-1% -$25.1K 0.03% 537
2014
Q4 		$1.7M Buy
35,818
+11,150
+45% +$522K 0.03% 515
2014
Q3 		$1.16M Hold
24,668
– – 0.02% 566
2014
Q2 		$1.13M Buy
24,668
+4,905
+25% +$211K 0.02% 540
2014
Q1 		$850K Sell
19,763
-1,067
-5% -$46.5K 0.02% 517
2013
Q4 		$911K Sell
20,830
-2,605
-11% -$110K 0.03% 345
2013
Q3 		$943K Sell
23,435
-2,800
-11% -$105K 0.03% 354
2013
Q2 		$873K Buy
+26,235
New +$886K 0.02% 423

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

United Capital Financial Advisors's MSCI Position: Q2 2026 in Review

United Capital Financial Advisors reduced its MSCI (MSCI) stake by 1.5% in Q2 2026, selling an estimated $171K and leaving 18,737 shares worth $10.5M. The position accounts for 0.06% of the portfolio, ranked #246.

United Capital Financial Advisors first reported a position in MSCI in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.2M in Q4 2023. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • United Capital Financial Advisors held 18,737 shares of MSCI worth $10.5M as of Q2 2026.
  • United Capital Financial Advisors sold 293 MSCI shares in Q2 2026, an estimated $171K.
  • MSCI made up 0.06% of United Capital Financial Advisors's portfolio in Q2 2026, its #246 holding.
  • United Capital Financial Advisors first reported a position in MSCI in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's MSCI position peaked at $11.2M in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.