Barrett & Company
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Barrett & Company’s MSCI MSCI Stock Holding History

Barrett & Company’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
Q3 		– Sell
-43
Closed -$23.9K – 701
2026
Q2 		$23.9K Buy
+43
New +$25.1K 0.01% 403
2024
Q3 		– Sell
-106
Closed -$51.2K – 592
2024
Q2 		$51.2K Hold
106
– – 0.02% 262
2024
Q1 		$59.5K Hold
106
– – 0.03% 251
2023
Q4 		$60K Hold
106
– – 0.03% 232
2023
Q3 		$54.4K Hold
106
– – 0.03% 239
2023
Q2 		$49.7K Hold
106
– – 0.03% 251
2023
Q1 		$59.2K Hold
106
– – 0.04% 229
2022
Q4 		$49.2K Hold
106
– – 0.03% 233
2022
Q3 		$49.2K Buy
+106
New +$48.5K 0.03% 233

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Barrett & Company's MSCI Position: Q3 2026 in Review

Barrett & Company sold out of MSCI (MSCI) in Q3 2026, closing a stake of 43 shares — an estimated $23.9K sold.

Barrett & Company first reported a position in MSCI in Q3 2022 and held it in 9 quarters. The position peaked at $60K in Q4 2023. 507 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Barrett & Company reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Barrett & Company sold 43 MSCI shares in Q3 2026, an estimated $23.9K.
  • Barrett & Company first reported a position in MSCI in Q3 2022 and held it in 9 quarters.
  • Barrett & Company's MSCI position peaked at $60K in Q4 2023.
  • 507 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.