BlueSpruce Investments’s MSCI MSCI Stock Holding History

BlueSpruce Investments’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	$2.17M	Buy	+3,874	New	+$2.26M	0.33%	6
2025 Q4	–	Sell	-1,461	Closed	-$829K	–	24
2025 Q3	$829K	Hold	1,461	–	–	0.02%	16
2025 Q2	$843K	Hold	1,461	–	–	0.02%	19
2025 Q1	$826K	Hold	1,461	–	–	0.02%	15
2024 Q4	$877K	Hold	1,461	–	–	0.02%	16
2024 Q3	$852K	Hold	1,461	–	–	0.02%	18
2024 Q2	$704K	Buy	+1,461	New	+$725K	0.01%	21
2019 Q2	–	Sell	-646,203	Closed	-$128M	–	15
2019 Q1	$128M	Sell	646,203 -150,491	-19%	-$26.2M	5.66%	10
2018 Q4	$117M	Buy	+796,694	New	+$121M	6.37%	10

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

BlueSpruce Investments's MSCI Position: Q2 2026 in Review

BlueSpruce Investments opened a new position in MSCI (MSCI) in Q2 2026: 3,874 shares worth $2.17M. The stake represents 0.33% of the portfolio and ranks #6 among its holdings. This is a return to the name: BlueSpruce Investments previously reported a position in MSCI as recently as Q3 2025.

BlueSpruce Investments first reported a position in MSCI in Q4 2018 and has held it in 9 quarters since. The position peaked at $128M in Q1 2019. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

BlueSpruce Investments held 3,874 shares of MSCI worth $2.17M as of Q2 2026.
MSCI was a new BlueSpruce Investments position in Q2 2026.
MSCI made up 0.33% of BlueSpruce Investments's portfolio in Q2 2026, its #6 holding.
BlueSpruce Investments first reported a position in MSCI in Q4 2018 and has held it in 9 quarters since.
BlueSpruce Investments's MSCI position peaked at $128M in Q1 2019.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on BlueSpruce Investments's 13F filing for Q2 2026, filed 14 Aug 2026.