Edgewood Management’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$756M Sell
1,401,992
-5,066
-0.4% -$2.86M 4.88% 8
2025
Q4
$807M Sell
1,407,058
-506,223
-26% -$284M 3.84% 15
2025
Q3
$1.09B Sell
1,913,281
-180,066
-9% -$102M 3.85% 16
2025
Q2
$1.21B Sell
2,093,347
-162,795
-7% -$90.1M 3.84% 14
2025
Q1
$1.28B Buy
2,256,142
+223,708
+11% +$130M 4.44% 13
2024
Q4
$1.22B Sell
2,032,434
-163,205
-7% -$97.9M 3.5% 16
2024
Q3
$1.28B Buy
2,195,639
+318,214
+17% +$173M 3.45% 17
2024
Q2
$904M Buy
1,877,425
+316,719
+20% +$157M 2.45% 20
2024
Q1
$875M Buy
1,560,706
+336,306
+27% +$189M 2.35% 21
2023
Q4
$693M Sell
1,224,400
-8,321
-0.7% -$4.3M 2% 21
2023
Q3
$632M Buy
+1,232,721
New +$648M 2.07% 21

Other funds holding MSCI