Edgewood Management
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Edgewood Management’s MSCI MSCI Stock Holding History

Edgewood 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
2026
Q2 		$372M Sell
664,098
-737,894
-53% -$431M 3.84% 13
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Edgewood Management's MSCI Position: Q2 2026 in Review

Edgewood Management reduced its MSCI (MSCI) stake by 53% in Q2 2026, selling an estimated $431M and leaving 664,098 shares worth $372M. The position accounts for 3.84% of the portfolio, ranked #13.

Edgewood Management first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.28B in Q3 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Edgewood Management held 664,098 shares of MSCI worth $372M as of Q2 2026.
  • Edgewood Management sold 737,894 MSCI shares in Q2 2026, an estimated $431M.
  • MSCI made up 3.84% of Edgewood Management's portfolio in Q2 2026, its #13 holding.
  • Edgewood Management first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since.
  • Edgewood Management's MSCI position peaked at $1.28B in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Edgewood Management's 13F filing for Q2 2026, filed 13 Aug 2026.