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Jackson Hill Advisors’s MSCI MSCI Stock Holding History

Jackson Hill Advisors’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
-9,750
Closed -$5.53M – 14
2025
Q3 		$5.53M Sell
9,750
-4,250
-30% -$2.4M 2.62% 14
2025
Q2 		$8.07M Buy
14,000
+11,500
+460% +$6.37M 4.03% 12
2025
Q1 		$1.41M Buy
+2,500
New +$1.45M 0.77% 12

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

Jackson Hill Advisors's MSCI Position: Q4 2025 in Review

Jackson Hill Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 9,750 shares — an estimated $5.53M sold.

Jackson Hill Advisors first reported a position in MSCI in Q1 2025 and held it in 3 quarters. The position peaked at $8.07M in Q2 2025. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Jackson Hill Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Jackson Hill Advisors sold 9,750 MSCI shares in Q4 2025, an estimated $5.53M.
  • Jackson Hill Advisors first reported a position in MSCI in Q1 2025 and held it in 3 quarters.
  • Jackson Hill Advisors's MSCI position peaked at $8.07M in Q2 2025.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Jackson Hill Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.