FCP
MSCI icon

Fidelis Capital Partners’s MSCI MSCI Stock Holding History

Fidelis Capital 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 		$1.35M Sell
2,410
-154
-6% -$89.9K 0.08% 190
2026
Q1 		$1.38M Buy
2,564
+1,379
+116% +$778K 0.1% 170
2025
Q4 		$680K Sell
1,185
-18
-1% -$10.1K 0.05% 260
2025
Q3 		$682K Buy
1,203
+9
+0.8% +$5.09K 0.05% 252
2025
Q2 		$654K Sell
1,194
-11
-0.9% -$6.09K 0.06% 230
2025
Q1 		$645K Sell
1,205
-14
-1% -$8.14K 0.07% 215
2024
Q4 		$710K Buy
1,219
+49
+4% +$29.4K 0.07% 205
2024
Q3 		$698K Sell
1,170
-10
-0.8% -$5.42K 0.08% 197
2024
Q2 		$619K Buy
1,180
+65
+6% +$32.3K 0.09% 189
2024
Q1 		$625K Buy
1,115
+110
+11% +$61.8K 0.09% 185
2023
Q4 		$568K Buy
1,005
+72
+8% +$37.2K 0.13% 156
2023
Q3 		$479K Sell
933
-34
-4% -$17.9K 0.16% 135
2023
Q2 		$454K Buy
967
+96
+11% +$46.8K 0.17% 140
2023
Q1 		$413K Buy
+871
New +$461K 0.18% 140

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's MSCI Position: Q2 2026 in Review

Fidelis Capital Partners reduced its MSCI (MSCI) stake by 6% in Q2 2026, selling an estimated $89.9K and leaving 2,410 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #190.

Fidelis Capital Partners first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.38M in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Fidelis Capital Partners held 2,410 shares of MSCI worth $1.35M as of Q2 2026.
  • Fidelis Capital Partners sold 154 MSCI shares in Q2 2026, an estimated $89.9K.
  • MSCI made up 0.08% of Fidelis Capital Partners's portfolio in Q2 2026, its #190 holding.
  • Fidelis Capital Partners first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's MSCI position peaked at $1.38M in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.