Vontobel Holding
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Vontobel Holding’s MSCI MSCI Stock Holding History

Vontobel Holding’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 		$42.6M Buy
78,968
+105
+0.1% +$59.2K 0.15% 135
2025
Q4 		$45.2M Sell
78,863
-25,570
-24% -$14.3M 0.14% 128
2025
Q3 		$59.3M Sell
104,433
-3,131
-3% -$1.77M 0.18% 91
2025
Q2 		$62M Buy
107,564
+60,360
+128% +$33.4M 0.2% 82
2025
Q1 		$26.7M Buy
47,204
+17,677
+60% +$10.3M 0.1% 143
2024
Q4 		$17.7M Sell
29,527
-6,080
-17% -$3.65M 0.06% 172
2024
Q3 		$20.8M Sell
35,607
-78
-0.2% -$42.3K 0.07% 167
2024
Q2 		$17.2M Buy
35,685
+2,366
+7% +$1.17M 0.06% 173
2024
Q1 		$18.7M Buy
33,319
+2,582
+8% +$1.45M 0.15% 149
2023
Q4 		$17.4M Sell
30,737
-596
-2% -$308K 0.15% 146
2023
Q3 		$16.1M Buy
31,333
+840
+3% +$441K 0.15% 147
2023
Q2 		$14.3M Buy
30,493
+6,798
+29% +$3.32M 0.13% 167
2023
Q1 		$13.3M Buy
23,695
+465
+2% +$246K 0.12% 174
2022
Q4 		$10.6M Buy
23,230
+1,572
+7% +$731K 0.11% 195
2022
Q3 		$9.16M Sell
21,658
-770
-3% -$352K 0.11% 181
2022
Q2 		$9.31M Sell
22,428
-1,652
-7% -$719K 0.1% 180
2022
Q1 		$12.3M Buy
24,080
+7,697
+47% +$3.99M 0.11% 166
2021
Q4 		$10M Sell
16,383
-3,402
-17% -$2.13M 0.08% 192
2021
Q3 		$12M Sell
19,785
-992
-5% -$606K 0.11% 160
2021
Q2 		$11.3M Sell
20,777
-1,274
-6% -$607K 0.1% 165
2021
Q1 		$9.24M Buy
22,051
+1,634
+8% +$687K 0.07% 172
2020
Q4 		$8.63M Buy
+20,417
New +$8.01M 0.06% 196

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

Vontobel Holding's MSCI Position: Q1 2026 in Review

Vontobel Holding increased its MSCI (MSCI) stake by 0.13% in Q1 2026, buying an estimated $59.2K and bringing the position to 78,968 shares worth $42.6M. The position accounts for 0.15% of the portfolio, ranked #135.

Vontobel Holding first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $62M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Vontobel Holding held 78,968 shares of MSCI worth $42.6M as of Q1 2026.
  • Vontobel Holding bought 105 MSCI shares in Q1 2026, an estimated $59.2K.
  • MSCI made up 0.15% of Vontobel Holding's portfolio in Q1 2026, its #135 holding.
  • Vontobel Holding first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's MSCI position peaked at $62M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.