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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelis Capital Partners's MSCI Position: Q1 2026 in Review

Fidelis Capital Partners increased its MSCI (MSCI) stake by 116% in Q1 2026, buying an estimated $778K and bringing the position to 2,564 shares worth $1.38M. The position accounts for 0.1% of the portfolio, ranked #170.

Fidelis Capital Partners first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Fidelis Capital Partners held 2,564 shares of MSCI worth $1.38M as of Q1 2026.
  • Fidelis Capital Partners bought 1,379 MSCI shares in Q1 2026, an estimated $778K.
  • MSCI made up 0.1% of Fidelis Capital Partners's portfolio in Q1 2026, its #170 holding.
  • Fidelis Capital Partners first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.