HI
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Horizon Investments’s MSCI MSCI Stock Holding History

Horizon Investments’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 		$2.55M Buy
4,736
+1,379
+41% +$778K 0.03% 422
2025
Q4 		$1.93M Sell
3,357
-174
-5% -$97.6K 0.02% 475
2025
Q3 		$2M Buy
3,531
+1,173
+50% +$663K 0.03% 464
2025
Q2 		$1.36M Buy
2,358
+1,001
+74% +$554K 0.02% 488
2025
Q1 		$767K Buy
1,357
+137
+11% +$79.6K 0.02% 311
2024
Q4 		$732K Buy
1,220
+35
+3% +$21K 0.02% 307
2024
Q3 		$691K Sell
1,185
-89
-7% -$48.3K 0.02% 310
2024
Q2 		$614K Buy
1,274
+11
+0.9% +$5.46K 0.02% 335
2024
Q1 		$708K Buy
1,263
+5
+0.4% +$2.81K 0.02% 302
2023
Q4 		$712K Buy
1,258
+720
+134% +$372K 0.02% 279
2023
Q3 		$275K Buy
538
+4
+0.7% +$2.1K 0.01% 427
2023
Q2 		$250K Sell
534
-181
-25% -$88.3K 0.01% 465
2023
Q1 		$399K Buy
+715
New +$378K 0.01% 335
2022
Q4 		– Sell
-1,483
Closed -$624K – 558
2022
Q3 		$624K Buy
1,483
+792
+115% +$363K 0.02% 287
2022
Q2 		$284K Sell
691
-1,941
-74% -$845K 0.01% 385
2022
Q1 		$1.32M Buy
2,632
+390
+17% +$202K 0.04% 188
2021
Q4 		$1.37M Buy
2,242
+151
+7% +$94.7K 0.04% 177
2021
Q3 		$1.27M Buy
2,091
+280
+15% +$171K 0.03% 190
2021
Q2 		$965K Buy
1,811
+1,286
+245% +$613K 0.03% 219
2021
Q1 		$220K Sell
525
-2,044
-80% -$859K 0.01% 411
2020
Q4 		$1.15M Sell
2,569
-45
-2% -$17.7K 1.31% 23
2020
Q3 		$933K Sell
2,614
-1,984
-43% -$720K 0.03% 196
2020
Q2 		$1.53M Buy
4,598
+3,654
+387% +$1.18M 0.04% 178
2020
Q1 		$273K Sell
944
-430
-31% -$122K 0.01% 248
2019
Q4 		$355K Sell
1,374
-10
-0.7% -$2.44K 0.02% 360
2019
Q3 		$301K Sell
1,384
-2,012
-59% -$466K 0.01% 247
2019
Q2 		$811K Buy
+3,396
New +$761K 0.02% 164

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

Horizon Investments's MSCI Position: Q1 2026 in Review

Horizon Investments increased its MSCI (MSCI) stake by 41% in Q1 2026, buying an estimated $778K and bringing the position to 4,736 shares worth $2.55M. The position accounts for 0.03% of the portfolio, ranked #422.

Horizon Investments first reported a position in MSCI in Q2 2019 and has held it in 27 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Horizon Investments held 4,736 shares of MSCI worth $2.55M as of Q1 2026.
  • Horizon Investments bought 1,379 MSCI shares in Q1 2026, an estimated $778K.
  • MSCI made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #422 holding.
  • Horizon Investments first reported a position in MSCI in Q2 2019 and has held it in 27 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.