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Intermede Investment Partners’s MSCI MSCI Stock Holding History

Intermede Investment 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
2025
Q4 		– Sell
-114,625
Closed -$65M – 35
2025
Q3 		$65M Sell
114,625
-44,143
-28% -$25M 2.67% 19
2025
Q2 		$91.6M Sell
158,768
-8,288
-5% -$4.59M 2.82% 21
2025
Q1 		$94.5M Sell
167,056
-13,719
-8% -$7.97M 2.97% 18
2024
Q4 		$108M Sell
180,775
-49,858
-22% -$29.9M 2.89% 17
2024
Q3 		$134M Buy
+230,633
New +$125M 2.81% 23

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Intermede Investment Partners's MSCI Position: Q4 2025 in Review

Intermede Investment Partners sold out of MSCI (MSCI) in Q4 2025, closing a stake of 114,625 shares — an estimated $65M sold.

Intermede Investment Partners first reported a position in MSCI in Q3 2024 and held it in 5 quarters. The position peaked at $134M in Q3 2024. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Intermede Investment Partners reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Intermede Investment Partners sold 114,625 MSCI shares in Q4 2025, an estimated $65M.
  • Intermede Investment Partners first reported a position in MSCI in Q3 2024 and held it in 5 quarters.
  • Intermede Investment Partners's MSCI position peaked at $134M in Q3 2024.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Intermede Investment Partners's 13F filing for Q4 2025, filed 9 Feb 2026.