Generation Investment Management’s MSCI MSCI Stock Holding History

Generation Investment 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 Q1	$271M	Buy	502,166 +274,917	+121%	+$155M	2.43%	16
2025 Q4	$130M	Buy	+227,249	New	+$127M	0.9%	22
2016 Q2	–	Sell	-2,051,330	Closed	-$152M	–	38
2016 Q1	$152M	Sell	2,051,330 -1,202,613	-37%	-$83.2M	1.85%	19
2015 Q4	$235M	Hold	3,253,943	–	–	3.02%	13
2015 Q3	$193M	Sell	3,253,943 -1,737,272	-35%	-$109M	2.8%	15
2015 Q2	$307M	Sell	4,991,215 -3,259,128	-40%	-$202M	4.12%	10
2015 Q1	$506M	Sell	8,250,343 -392,579	-5%	-$21.9M	7.06%	2
2014 Q4	$410M	Sell	8,642,922 -1,206,233	-12%	-$56.5M	5.89%	6
2014 Q3	$463M	Buy	9,849,155 +135,613	+1%	+$6.27M	7.22%	4
2014 Q2	$445M	Buy	9,713,542 +271,758	+3%	+$11.7M	7.13%	3
2014 Q1	$406M	Buy	9,441,784 +123,260	+1%	+$5.38M	7.28%	3
2013 Q4	$407M	Sell	9,318,524 -42,075	-0.4%	-$1.77M	7.46%	4
2013 Q3	$377M	Buy	9,360,599 +293,176	+3%	+$11M	7.17%	4
2013 Q2	$302M	Buy	+9,067,423	New	+$306M	5.82%	7

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Generation Investment Management's MSCI Position: Q1 2026 in Review

Generation Investment Management increased its MSCI (MSCI) stake by 121% in Q1 2026, buying an estimated $155M and bringing the position to 502,166 shares worth $271M. The position accounts for 2.43% of the portfolio, ranked #16.

Generation Investment Management first reported a position in MSCI in Q2 2013 and has held it in 14 quarters since. The position peaked at $506M in Q1 2015. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Generation Investment Management held 502,166 shares of MSCI worth $271M as of Q1 2026.
Generation Investment Management bought 274,917 MSCI shares in Q1 2026, an estimated $155M.
MSCI made up 2.43% of Generation Investment Management's portfolio in Q1 2026, its #16 holding.
Generation Investment Management first reported a position in MSCI in Q2 2013 and has held it in 14 quarters since.
Generation Investment Management's MSCI position peaked at $506M in Q1 2015.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Generation Investment Management's 13F filing for Q1 2026, filed 14 May 2026.