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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
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 $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

Freestone Grove Partners's MSCI Position: Q1 2026 in Review

Freestone Grove Partners increased its MSCI (MSCI) stake by 1,126% in Q1 2026, buying an estimated $18.4M and bringing the position to 35,595 shares worth $19.2M. The position accounts for 0.14% of the portfolio, ranked #216.

Freestone Grove Partners first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $40.5M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Freestone Grove Partners held 35,595 shares of MSCI worth $19.2M as of Q1 2026.
  • Freestone Grove Partners bought 32,691 MSCI shares in Q1 2026, an estimated $18.4M.
  • MSCI made up 0.14% of Freestone Grove Partners's portfolio in Q1 2026, its #216 holding.
  • Freestone Grove Partners first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • Freestone Grove Partners's MSCI position peaked at $40.5M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.