I
MSCI icon

InceptionR’s MSCI MSCI Stock Holding History

InceptionR’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
2025
Q4 		– Sell
-903
Closed -$512K – 783
2025
Q3 		$512K Sell
903
-1,520
-63% -$859K 0.12% 303
2025
Q2 		$1.4M Buy
+2,423
New +$1.34M 0.32% 77
2025
Q1 		– Sell
-2,029
Closed -$1.22M – 733
2024
Q4 		$1.22M Buy
+2,029
New +$1.22M 0.27% 114
2024
Q2 		– Sell
-1,015
Closed -$569K – 767
2024
Q1 		$569K Buy
+1,015
New +$571K 0.15% 275
2023
Q4 		– Sell
-1,055
Closed -$541K – 478
2023
Q3 		$541K Buy
+1,055
New +$554K 0.31% 126
2023
Q1 		– Sell
-913
Closed -$425K – 533
2022
Q4 		$425K Buy
+913
New +$425K 0.22% 199

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

InceptionR's MSCI Position: Q4 2025 in Review

InceptionR sold out of MSCI (MSCI) in Q4 2025, closing a stake of 903 shares — an estimated $512K sold.

InceptionR first reported a position in MSCI in Q4 2022 and held it in 6 quarters. The position peaked at $1.4M in Q2 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • InceptionR reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 903 MSCI shares in Q4 2025, an estimated $512K.
  • InceptionR first reported a position in MSCI in Q4 2022 and held it in 6 quarters.
  • InceptionR's MSCI position peaked at $1.4M in Q2 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.