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Cabot Wealth Management’s MSCI MSCI Stock Holding History

Cabot Wealth 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
Q1 		$1.34M Sell
2,478
-194
-7% -$109K 0.15% 88
2025
Q4 		$1.53M Sell
2,672
-37
-1% -$20.8K 0.17% 89
2025
Q3 		$1.54M Hold
2,709
– – 0.17% 93
2025
Q2 		$1.56M Buy
+2,709
New +$1.5M 0.19% 88

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

Cabot Wealth Management's MSCI Position: Q1 2026 in Review

Cabot Wealth Management reduced its MSCI (MSCI) stake by 7.3% in Q1 2026, selling an estimated $109K and leaving 2,478 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #88.

Cabot Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.56M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Cabot Wealth Management held 2,478 shares of MSCI worth $1.34M as of Q1 2026.
  • Cabot Wealth Management sold 194 MSCI shares in Q1 2026, an estimated $109K.
  • MSCI made up 0.15% of Cabot Wealth Management's portfolio in Q1 2026, its #88 holding.
  • Cabot Wealth Management first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since.
  • Cabot Wealth Management's MSCI position peaked at $1.56M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Cabot Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.