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Cypress Asset Management’s MSCI MSCI Stock Holding History

Cypress Asset 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
Q4 		$707K Sell
1,232
-50
-4% -$28K 0.16% 78
2025
Q3 		$727K Sell
1,282
-50
-4% -$28.3K 0.17% 79
2025
Q2 		$768K Buy
1,332
+32
+2% +$17.7K 0.19% 76
2025
Q1 		$735K Sell
1,300
-103
-7% -$59.9K 0.2% 76
2024
Q4 		$842K Sell
1,403
-45
-3% -$27K 0.21% 71
2024
Q3 		$844K Buy
1,448
+25
+2% +$13.6K 0.21% 73
2024
Q2 		$686K Hold
1,423
– – 0.18% 75
2024
Q1 		$798K Hold
1,423
– – 0.22% 76
2023
Q4 		$805K Hold
1,423
– – 0.24% 76
2023
Q3 		$730K Hold
1,423
– – 0.24% 79
2023
Q2 		$668K Sell
1,423
-55
-4% -$26.8K 0.21% 84
2023
Q1 		$827K Sell
1,478
-15
-1% -$7.93K 0.29% 82
2022
Q4 		$694K Sell
1,493
-170
-10% -$79.1K 0.25% 86
2022
Q3 		$701K Hold
1,663
– – 0.27% 84
2022
Q2 		$685K Sell
1,663
-85
-5% -$37K 0.24% 88
2022
Q1 		$879K Sell
1,748
-232
-12% -$120K 0.26% 86
2021
Q4 		$1.21M Sell
1,980
-50
-2% -$31.4K 0.29% 82
2021
Q3 		$1.24M Hold
2,030
– – 0.32% 82
2021
Q2 		$1.08M Hold
2,030
– – 0.28% 86
2021
Q1 		$851K Buy
2,030
+85
+4% +$35.7K 0.24% 94
2020
Q4 		$869K Hold
1,945
– – 0.24% 95
2020
Q3 		$694K Buy
1,945
+110
+6% +$39.9K 0.22% 97
2020
Q2 		$613K Buy
1,835
+825
+82% +$267K 0.2% 98
2020
Q1 		$292K Buy
+1,010
New +$286K 0.13% 109

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Cypress Asset Management's MSCI Position: Q4 2025 in Review

Cypress Asset Management reduced its MSCI (MSCI) stake by 3.9% in Q4 2025, selling an estimated $28K and leaving 1,232 shares worth $707K. The position accounts for 0.16% of the portfolio, ranked #78.

Cypress Asset Management first reported a position in MSCI in Q1 2020 and has held it in 24 quarters since. The position peaked at $1.24M in Q3 2021. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Cypress Asset Management held 1,232 shares of MSCI worth $707K as of Q4 2025.
  • Cypress Asset Management sold 50 MSCI shares in Q4 2025, an estimated $28K.
  • MSCI made up 0.16% of Cypress Asset Management's portfolio in Q4 2025, its #78 holding.
  • Cypress Asset Management first reported a position in MSCI in Q1 2020 and has held it in 24 quarters since.
  • Cypress Asset Management's MSCI position peaked at $1.24M in Q3 2021.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Cypress Asset Management's 13F filing for Q4 2025, filed 29 Jan 2026.