Cumberland Partners’s MSCI MSCI Stock Holding History

Cumberland Partners’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	$1.62M	Sell	3,000 -3,750	-56%	-$2.11M	0.12%	102
2025 Q4	$3.87M	Buy	6,750 +3,250	+93%	+$1.82M	0.24%	83
2025 Q3	$1.99M	Sell	3,500 -3,500	-50%	-$1.98M	0.13%	104
2025 Q2	$4.04M	Buy	7,000 +1,250	+22%	+$692K	0.28%	64
2025 Q1	$3.25M	Buy	5,750 +250	+5%	+$145K	0.25%	67
2024 Q4	$3.3M	Buy	5,500 +3,000	+120%	+$1.8M	0.23%	69
2024 Q3	$1.46M	Buy	+2,500	New	+$1.36M	0.1%	119
2024 Q2	–	Sell	-2,250	Closed	-$1.26M	–	194
2024 Q1	$1.26M	Sell	2,250 -2,083	-48%	-$1.17M	0.09%	112
2023 Q4	$2.22M	Hold	4,333	–	–	0.2%	83
2023 Q3	$2.22M	Sell	4,333 -31	-0.7%	-$16.3K	0.21%	82
2023 Q2	$2.05M	Buy	4,364 +23	+0.5%	+$11.2K	0.19%	91
2023 Q1	$2.43M	Buy	+4,341	New	+$2.3M	0.24%	80

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Cumberland Partners's MSCI Position: Q1 2026 in Review

Cumberland Partners reduced its MSCI (MSCI) stake by 56% in Q1 2026, selling an estimated $2.11M and leaving 3,000 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #102.

Cumberland Partners first reported a position in MSCI in Q1 2023 and has held it in 12 quarters since. The position peaked at $4.04M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Cumberland Partners held 3,000 shares of MSCI worth $1.62M as of Q1 2026.
Cumberland Partners sold 3,750 MSCI shares in Q1 2026, an estimated $2.11M.
MSCI made up 0.12% of Cumberland Partners's portfolio in Q1 2026, its #102 holding.
Cumberland Partners first reported a position in MSCI in Q1 2023 and has held it in 12 quarters since.
Cumberland Partners's MSCI position peaked at $4.04M in Q2 2025.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Cumberland Partners's 13F filing for Q1 2026, filed 14 May 2026.