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Capital Performance Advisors’s MSCI MSCI Stock Holding History

Capital Performance Advisors’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
2025
Q4 		– Sell
-434
Closed -$246K – 476
2025
Q3 		$246K Buy
434
+35
+9% +$19.8K 0.04% 266
2025
Q2 		$230K Sell
399
-359
-47% -$199K 0.05% 217
2025
Q1 		$429K Buy
+758
New +$441K 0.09% 119
2024
Q4 		– Sell
-161
Closed -$93.9K – 1713
2024
Q3 		$93.9K Buy
+161
New +$87.3K 0.03% 213

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital Performance Advisors's MSCI Position: Q4 2025 in Review

Capital Performance Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 434 shares — an estimated $246K sold.

Capital Performance Advisors first reported a position in MSCI in Q3 2024 and held it in 4 quarters. The position peaked at $429K in Q1 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Capital Performance Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Capital Performance Advisors sold 434 MSCI shares in Q4 2025, an estimated $246K.
  • Capital Performance Advisors first reported a position in MSCI in Q3 2024 and held it in 4 quarters.
  • Capital Performance Advisors's MSCI position peaked at $429K in Q1 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Capital Performance Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.