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Roundview Capital LLC

SEC CIK
0001476804
Latest filing
Jul 30, 2026

MSCI holding history

MSCI Inc. in every 13F filed by Roundview Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q2 2026)
633
Value
$354.5K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of MSCI by Roundview Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026633$354.5K<0.1%−6,721−91.4%ReducedHolders
Q1 20267,354$3.96M0.2%+30.0%AddedHolders
Q4 20257,351$4.22M0.3%−225−3.0%ReducedHolders
Q3 20257,576$4.30M0.3%+10+0.1%AddedHolders
Q2 20257,566$4.36M0.3%+88+1.2%AddedHolders
Q1 20257,478$4.23M0.3%+82+1.1%AddedHolders
Q4 20247,396$4.44M0.3%−22−0.3%ReducedHolders
Q3 20247,418$4.32M0.3%+258+3.6%AddedHolders
Q2 20247,160$3.45M0.3%+3,972+124.6%AddedHolders
Q1 20243,188$1.79M0.1%+2,083+188.5%AddedHolders
Q4 20231,105$625.0K0.1%00.0%UnchangedHolders
Q3 20231,105$567.0K0.1%+1+0.1%AddedHolders
Q2 20231,104$518.1K0.1%+1,104NewHolders