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Curated Wealth Partners’s MSCI MSCI Stock Holding History

Curated Wealth 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 		$1.16M Buy
+56,294
New +$32.8M 0.15% 119
2026
Q1 		– Sell
-506
Closed -$290K – 250
2025
Q4 		$290K Buy
+506
New +$284K 0.03% 157

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Curated Wealth Partners's MSCI Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in MSCI (MSCI) in Q2 2026: 56,294 shares worth $1.16M. The stake represents 0.15% of the portfolio and ranks #119 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in MSCI as recently as Q4 2025.

Curated Wealth Partners first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Curated Wealth Partners held 56,294 shares of MSCI worth $1.16M as of Q2 2026.
  • MSCI was a new Curated Wealth Partners position in Q2 2026.
  • MSCI made up 0.15% of Curated Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Curated Wealth Partners first reported a position in MSCI in Q4 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.