HM Payson & Co’s MSCI MSCI Stock Holding History

HM Payson & Co’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	$17.5M	Sell	31,217 -1,359	-4%	-$793K	0.23%	74
2026 Q1	$17.6M	Buy	32,576 +13,295	+69%	+$7.5M	0.25%	75
2025 Q4	$11.1M	Buy	+19,281	New	+$10.8M	0.16%	83
2024 Q4	–	Sell	-1	Closed	-$583	–	1113
2024 Q3	$583	Buy	+1	New	+$542	﹤0.01%	1060
2023 Q4	–	Sell	-6	Closed	-$3.08K	–	1017
2023 Q3	$3.08K	Buy	+6	New	+$3.15K	﹤0.01%	907
2022 Q2	–	Sell	-3	Closed	-$2K	–	1106
2022 Q1	$2K	Buy	+3	New	+$1.56K	﹤0.01%	980
2021 Q4	–	Sell	-102	Closed	-$62K	–	1136
2021 Q3	$62K	Buy	+102	New	+$62.3K	﹤0.01%	561
2021 Q1	–	Sell	-34	Closed	-$15K	–	1162
2020 Q4	$15K	Buy	+34	New	+$13.3K	﹤0.01%	825

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

HM Payson & Co's MSCI Position: Q2 2026 in Review

HM Payson & Co reduced its MSCI (MSCI) stake by 4.2% in Q2 2026, selling an estimated $793K and leaving 31,217 shares worth $17.5M. The position accounts for 0.23% of the portfolio, ranked #74.

HM Payson & Co first reported a position in MSCI in Q4 2020 and has held it in 8 quarters since. The position peaked at $17.6M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

HM Payson & Co held 31,217 shares of MSCI worth $17.5M as of Q2 2026.
HM Payson & Co sold 1,359 MSCI shares in Q2 2026, an estimated $793K.
MSCI made up 0.23% of HM Payson & Co's portfolio in Q2 2026, its #74 holding.
HM Payson & Co first reported a position in MSCI in Q4 2020 and has held it in 8 quarters since.
HM Payson & Co's MSCI position peaked at $17.6M in Q1 2026.
1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.