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Waverly Advisors’s MSCI MSCI Stock Holding History

Waverly 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
Q1 		$447K Buy
830
+60
+8% +$33.8K ﹤0.01% 1137
2025
Q4 		$442K Buy
770
+78
+11% +$43.7K ﹤0.01% 1058
2025
Q3 		$393K Buy
692
+137
+25% +$77.4K ﹤0.01% 941
2025
Q2 		$320K Buy
555
+57
+11% +$31.5K ﹤0.01% 943
2025
Q1 		$282K Buy
498
+159
+47% +$92.4K ﹤0.01% 940
2024
Q4 		$203K Buy
+339
New +$203K ﹤0.01% 928
2015
Q2 		– Sell
-402
Closed -$25K – 384
2015
Q1 		$25K Sell
402
-64
-14% -$3.57K 0.01% 178
2014
Q4 		$22K Buy
466
+236
+103% +$11K 0.01% 207
2014
Q3 		$11K Buy
+230
New +$10.6K 0.01% 457

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

Waverly Advisors's MSCI Position: Q1 2026 in Review

Waverly Advisors increased its MSCI (MSCI) stake by 7.8% in Q1 2026, buying an estimated $33.8K and bringing the position to 830 shares worth $447K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

Waverly Advisors first reported a position in MSCI in Q3 2014 and has held it in 9 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Waverly Advisors held 830 shares of MSCI worth $447K as of Q1 2026.
  • Waverly Advisors bought 60 MSCI shares in Q1 2026, an estimated $33.8K.
  • MSCI made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1137 holding.
  • Waverly Advisors first reported a position in MSCI in Q3 2014 and has held it in 9 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.