BFS
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Bradley Foster & Sargent’s MSCI MSCI Stock Holding History

Bradley Foster & Sargent’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
Q1 		$543K Sell
1,008
-2
-0.2% -$1.13K 0.01% 378
2025
Q4 		$579K Buy
1,010
+2
+0.2% +$1.12K 0.01% 371
2025
Q3 		$572K Sell
1,008
-35
-3% -$19.8K 0.01% 374
2025
Q2 		$602K Buy
1,043
+93
+10% +$51.5K 0.01% 364
2025
Q1 		$537K Sell
950
-13
-1% -$7.56K 0.01% 339
2024
Q4 		$578K Sell
963
-91
-9% -$54.6K 0.01% 339
2024
Q3 		$614K Buy
1,054
+35
+3% +$19K 0.01% 337
2024
Q2 		$491K Sell
1,019
-196
-16% -$97.3K 0.01% 355
2024
Q1 		$681K Sell
1,215
-463
-28% -$260K 0.01% 314
2023
Q4 		$949K Buy
1,678
+386
+30% +$199K 0.02% 278
2023
Q3 		$606K Hold
1,292
– – 0.01% 321
2023
Q2 		$606K Buy
1,292
+6
+0.5% +$2.93K 0.01% 321
2023
Q1 		$720K Hold
1,286
– – 0.02% 284
2022
Q4 		$598K Buy
1,286
+25
+2% +$11.6K 0.02% 300
2022
Q3 		$532K Sell
1,261
-33
-3% -$15.1K 0.01% 301
2022
Q2 		$533K Sell
1,294
-175
-12% -$76.2K 0.01% 316
2022
Q1 		$739K Buy
1,469
+769
+110% +$399K 0.02% 295
2021
Q4 		$429K Hold
700
– – 0.01% 345
2021
Q3 		$426K Hold
700
– – 0.01% 320
2021
Q2 		$373K Buy
+700
New +$334K 0.01% 337

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return