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 Q2	$2.13M	Buy	3,800 +800	+27%	+$467K	0.14%	91
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cumberland Partners's MSCI Position: Q2 2026 in Review

Cumberland Partners increased its MSCI (MSCI) stake by 27% in Q2 2026, buying an estimated $467K and bringing the position to 3,800 shares worth $2.13M. The position accounts for 0.14% of the portfolio, ranked #91.

Cumberland Partners first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since. The position peaked at $4.04M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Cumberland Partners held 3,800 shares of MSCI worth $2.13M as of Q2 2026.
Cumberland Partners bought 800 MSCI shares in Q2 2026, an estimated $467K.
MSCI made up 0.14% of Cumberland Partners's portfolio in Q2 2026, its #91 holding.
Cumberland Partners first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since.
Cumberland Partners's MSCI position peaked at $4.04M in Q2 2025.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cumberland Partners's 13F filing for Q2 2026, filed 6 Aug 2026.