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Freestone Grove Partners’s MSCI MSCI Stock Holding History

Freestone Grove 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 		$28.3M Buy
50,543
+14,948
+42% +$8.72M 0.18% 162
2026
Q1 		$19.2M Buy
35,595
+32,691
+1,126% +$18.4M 0.14% 216
2025
Q4 		$1.67M Sell
2,904
-28,556
-91% -$16M 0.01% 414
2025
Q3 		$17.9M Sell
31,460
-38,771
-55% -$21.9M 0.13% 231
2025
Q2 		$40.5M Buy
+70,231
New +$38.9M 0.31% 123
2025
Q1 		– Sell
-1,375
Closed -$825K – 717
2024
Q4 		$825K Buy
+1,375
New +$825K 0.01% 314

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

Freestone Grove Partners's MSCI Position: Q2 2026 in Review

Freestone Grove Partners increased its MSCI (MSCI) stake by 42% in Q2 2026, buying an estimated $8.72M and bringing the position to 50,543 shares worth $28.3M. The position accounts for 0.18% of the portfolio, ranked #162.

Freestone Grove Partners first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.5M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Freestone Grove Partners held 50,543 shares of MSCI worth $28.3M as of Q2 2026.
  • Freestone Grove Partners bought 14,948 MSCI shares in Q2 2026, an estimated $8.72M.
  • MSCI made up 0.18% of Freestone Grove Partners's portfolio in Q2 2026, its #162 holding.
  • Freestone Grove Partners first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Freestone Grove Partners's MSCI position peaked at $40.5M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.