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Vestmark Advisory Solutions’s MSCI MSCI Stock Holding History

Vestmark Advisory Solutions’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 		$641K Buy
1,144
+88
+8% +$51.3K 0.01% 1078
2026
Q1 		$569K Sell
1,056
-987
-48% -$557K 0.01% 1025
2025
Q4 		$1.17M Buy
2,043
+305
+18% +$171K 0.02% 754
2025
Q3 		$986K Sell
1,738
-2,744
-61% -$1.55M 0.02% 546
2025
Q2 		$2.58M Buy
4,482
+772
+21% +$427K 0.04% 333
2025
Q1 		$2.1M Buy
3,710
+1,340
+57% +$779K 0.05% 317
2024
Q4 		$1.42M Buy
2,370
+112
+5% +$67.2K 0.05% 294
2024
Q3 		$1.32M Buy
2,258
+703
+45% +$381K 0.05% 278
2024
Q2 		$749K Buy
1,555
+1,047
+206% +$520K 0.03% 346
2024
Q1 		$285K Buy
508
+22
+5% +$12.4K 0.01% 456
2023
Q4 		$275K Buy
486
+6
+1% +$3.1K 0.01% 428
2023
Q3 		$246K Sell
480
-790
-62% -$415K 0.02% 367
2023
Q2 		$596K Buy
1,270
+93
+8% +$45.4K 0.02% 558
2023
Q1 		$659K Buy
1,177
+384
+48% +$203K 0.03% 527
2022
Q4 		$369K Buy
793
+9
+1% +$4.19K 0.02% 634
2022
Q3 		$331K Buy
+784
New +$359K 0.02% 637
2022
Q2 		– Sell
-6,232
Closed -$3.13M – 900
2022
Q1 		$3.13M Sell
6,232
-6,879
-52% -$3.57M 0.18% 137
2021
Q4 		$8.03M Buy
13,111
+879
+7% +$551K 0.45% 38
2021
Q3 		$7.44M Buy
12,232
+1,081
+10% +$661K 0.5% 28
2021
Q2 		$5.95M Buy
11,151
+1,016
+10% +$484K 0.42% 40
2021
Q1 		$4.25M Buy
10,135
+1,451
+17% +$610K 0.38% 57
2020
Q4 		$3.88M Buy
8,684
+996
+13% +$391K 0.44% 48
2020
Q3 		$2.74M Buy
7,688
+993
+15% +$360K 0.37% 64
2020
Q2 		$2.23M Sell
6,695
-260
-4% -$84.1K 0.35% 69
2020
Q1 		$2.01M Buy
+6,955
New +$1.97M 0.39% 61
2019
Q4 		– Sell
-7,219
Closed -$1.57M – 432
2019
Q3 		$1.57M Buy
7,219
+1,056
+17% +$245K 0.25% 122
2019
Q2 		$1.47M Buy
6,163
+394
+7% +$88.3K 0.25% 121
2019
Q1 		$1.15M Buy
+5,769
New +$1M 0.2% 154

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

Vestmark Advisory Solutions's MSCI Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its MSCI (MSCI) stake by 8.3% in Q2 2026, buying an estimated $51.3K and bringing the position to 1,144 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #1078.

Vestmark Advisory Solutions first reported a position in MSCI in Q1 2019 and has held it in 28 quarters since. The position peaked at $8.03M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Vestmark Advisory Solutions held 1,144 shares of MSCI worth $641K as of Q2 2026.
  • Vestmark Advisory Solutions bought 88 MSCI shares in Q2 2026, an estimated $51.3K.
  • MSCI made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1078 holding.
  • Vestmark Advisory Solutions first reported a position in MSCI in Q1 2019 and has held it in 28 quarters since.
  • Vestmark Advisory Solutions's MSCI position peaked at $8.03M in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.