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Coalescence Partners Investment Management’s MSCI MSCI Stock Holding History

Coalescence Partners 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
2025
Q3 		– Sell
-38,556
Closed -$22.2M – 16
2025
Q2 		$22.2M Buy
38,556
+2,866
+8% +$1.59M 5.74% 11
2025
Q1 		$20.2M Hold
35,690
– – 6.67% 5
2024
Q4 		$21.4M Buy
35,690
+2,676
+8% +$1.61M 8.1% 4
2024
Q3 		$19.2M Hold
33,014
– – 8.62% 2
2024
Q2 		$15.9M Buy
+33,014
New +$16.4M 13.05% 2

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Coalescence Partners Investment Management's MSCI Position: Q3 2025 in Review

Coalescence Partners Investment Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 38,556 shares — an estimated $22.2M sold.

Coalescence Partners Investment Management first reported a position in MSCI in Q2 2024 and held it in 5 quarters. The position peaked at $22.2M in Q2 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Coalescence Partners Investment Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Coalescence Partners Investment Management sold 38,556 MSCI shares in Q3 2025, an estimated $22.2M.
  • Coalescence Partners Investment Management first reported a position in MSCI in Q2 2024 and held it in 5 quarters.
  • Coalescence Partners Investment Management's MSCI position peaked at $22.2M in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Coalescence Partners Investment Management's 13F filing for Q3 2025, filed 29 Oct 2025.