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DB Fitzpatrick & Co’s MSCI MSCI Stock Holding History

DB Fitzpatrick & Co’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
Q3 		$1.91M Buy
3,554
+1,077
+43% +$616K 1.58% 13
2026
Q2 		$1.39M Sell
2,477
-50
-2% -$29.2K 1.12% 29
2026
Q1 		$1.36M Buy
2,527
+62
+3% +$35K 1.17% 27
2025
Q4 		$1.41M Buy
2,465
+864
+54% +$485K 1.26% 26
2025
Q3 		$908K Buy
+1,601
New +$905K 0.82% 41

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

DB Fitzpatrick & Co's MSCI Position: Q3 2026 in Review

DB Fitzpatrick & Co increased its MSCI (MSCI) stake by 43% in Q3 2026, buying an estimated $616K and bringing the position to 3,554 shares worth $1.91M. The position accounts for 1.58% of the portfolio, ranked #13.

DB Fitzpatrick & Co first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since. 151 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • DB Fitzpatrick & Co held 3,554 shares of MSCI worth $1.91M as of Q3 2026.
  • DB Fitzpatrick & Co bought 1,077 MSCI shares in Q3 2026, an estimated $616K.
  • MSCI made up 1.58% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #13 holding.
  • DB Fitzpatrick & Co first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since.
  • 151 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.