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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
Q2 		$432K Sell
772
-58
-7% -$33.8K ﹤0.01% 1245
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 $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 $3.38T AUM 44.17% 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

Waverly Advisors's MSCI Position: Q2 2026 in Review

Waverly Advisors reduced its MSCI (MSCI) stake by 7% in Q2 2026, selling an estimated $33.8K and leaving 772 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Waverly Advisors first reported a position in MSCI in Q3 2014 and has held it in 10 quarters since. The position peaked at $447K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Waverly Advisors held 772 shares of MSCI worth $432K as of Q2 2026.
  • Waverly Advisors sold 58 MSCI shares in Q2 2026, an estimated $33.8K.
  • MSCI made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1245 holding.
  • Waverly Advisors first reported a position in MSCI in Q3 2014 and has held it in 10 quarters since.
  • Waverly Advisors's MSCI position peaked at $447K in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.