Wellington Group’s MSCI MSCI Stock Holding History

Wellington Group’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	$1.12M	Buy	2,004 +357	+22%	+$208K	0.3%	62
2026 Q1	$888K	Buy	1,647 +182	+12%	+$103K	0.27%	57
2025 Q4	$841K	Buy	+1,465	New	+$822K	0.28%	50

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

Wellington Group's MSCI Position: Q2 2026 in Review

Wellington Group increased its MSCI (MSCI) stake by 22% in Q2 2026, buying an estimated $208K and bringing the position to 2,004 shares worth $1.12M. The position accounts for 0.3% of the portfolio, ranked #62.

Wellington Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Wellington Group held 2,004 shares of MSCI worth $1.12M as of Q2 2026.
Wellington Group bought 357 MSCI shares in Q2 2026, an estimated $208K.
MSCI made up 0.3% of Wellington Group's portfolio in Q2 2026, its #62 holding.
Wellington Group first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.