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Beese Fulmer Investment Management’s MSCI MSCI Stock Holding History

Beese Fulmer Investment Management’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 		– Sell
-437
Closed -$236K – 466
2026
Q1 		$236K Buy
+437
New +$246K 0.02% 375

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM
EAM
EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

Beese Fulmer Investment Management's MSCI Position: Q2 2026 in Review

Beese Fulmer Investment Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 437 shares — an estimated $236K sold.

Beese Fulmer Investment Management first reported a position in MSCI in Q1 2026 and held it in 1 quarter. The position peaked at $236K in Q1 2026. 345 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Beese Fulmer Investment Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 437 MSCI shares in Q2 2026, an estimated $236K.
  • Beese Fulmer Investment Management first reported a position in MSCI in Q1 2026 and held it in 1 quarter.
  • Beese Fulmer Investment Management's MSCI position peaked at $236K in Q1 2026.
  • 345 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.