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Waterloo Capital’s MSCI MSCI Stock Holding History

Waterloo Capital’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 		$253K Buy
+451
New +$263K 0.01% 483
2026
Q1 		– Sell
-419
Closed -$241K – 511
2025
Q4 		$241K Buy
+419
New +$235K 0.02% 419
2025
Q3 		– Sell
-484
Closed -$279K – 485
2025
Q2 		$279K Buy
+484
New +$268K 0.02% 368
2024
Q2 		– Sell
-1,525
Closed -$854K – 380
2024
Q1 		$854K Buy
1,525
+341
+29% +$192K 0.11% 165
2023
Q4 		$670K Buy
+1,184
New +$611K 0.11% 175
2020
Q1 		$446K Buy
+1,544
New +$437K 0.32% 77

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

Waterloo Capital's MSCI Position: Q2 2026 in Review

Waterloo Capital opened a new position in MSCI (MSCI) in Q2 2026: 451 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Waterloo Capital previously reported a position in MSCI as recently as Q4 2025.

Waterloo Capital first reported a position in MSCI in Q1 2020 and has held it in 6 quarters since. The position peaked at $854K in Q1 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Waterloo Capital held 451 shares of MSCI worth $253K as of Q2 2026.
  • MSCI was a new Waterloo Capital position in Q2 2026.
  • MSCI made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #483 holding.
  • Waterloo Capital first reported a position in MSCI in Q1 2020 and has held it in 6 quarters since.
  • Waterloo Capital's MSCI position peaked at $854K in Q1 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.