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	–	Sell	-300	Closed	-$172K	–	1385
2025 Q4	$172K	Hold	300	–	–	﹤0.01%	1325
2025 Q3	$170K	Buy	+300	New	+$170K	﹤0.01%	1248

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vontobel Holding's MSCI Position: Q2 2026 in Review

Vontobel Holding increased its MSCI (MSCI) stake by 259% in Q2 2026, buying an estimated $119M and bringing the position to 283,476 shares worth $159M. The position accounts for 0.5% of the portfolio, ranked #54.

Vontobel Holding first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Vontobel Holding held 283,476 shares of MSCI worth $159M as of Q2 2026.
Vontobel Holding bought 204,508 MSCI shares in Q2 2026, an estimated $119M.
MSCI made up 0.5% of Vontobel Holding's portfolio in Q2 2026, its #54 holding.
Vontobel Holding first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since.
1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.