Jensen Investment Management’s MSCI MSCI Stock Holding History

Jensen Investment Management’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	$3.59M	Sell	6,410 -1,340	-17%	-$782K	0.09%	51
2026 Q1	$4.18M	Sell	7,750 -2,100	-21%	-$1.18M	0.08%	49
2025 Q4	$5.65M	Sell	9,850 -1,200	-11%	-$673K	0.09%	42
2025 Q3	$6.27M	Hold	11,050	–	–	0.08%	39
2025 Q2	$6.37M	Buy	11,050 +1,810	+20%	+$1M	0.07%	43
2025 Q1	$5.23M	Sell	9,240 -1,110	-11%	-$645K	0.06%	47
2024 Q4	$6.21M	Hold	10,350	–	–	0.06%	47
2024 Q3	$6.03M	Buy	10,350 +1,080	+12%	+$586K	0.05%	51
2024 Q2	$4.47M	Buy	9,270 +3,140	+51%	+$1.56M	0.04%	59
2024 Q1	$3.44M	Buy	+6,130	New	+$3.45M	0.03%	73

Other funds holding MSCI

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

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

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jensen Investment Management's MSCI Position: Q2 2026 in Review

Jensen Investment Management reduced its MSCI (MSCI) stake by 17% in Q2 2026, selling an estimated $782K and leaving 6,410 shares worth $3.59M. The position accounts for 0.09% of the portfolio, ranked #51.

Jensen Investment Management first reported a position in MSCI in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.37M in Q2 2025. 601 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Jensen Investment Management held 6,410 shares of MSCI worth $3.59M as of Q2 2026.
Jensen Investment Management sold 1,340 MSCI shares in Q2 2026, an estimated $782K.
MSCI made up 0.09% of Jensen Investment Management's portfolio in Q2 2026, its #51 holding.
Jensen Investment Management first reported a position in MSCI in Q1 2024 and has held it in 10 quarters since.
Jensen Investment Management's MSCI position peaked at $6.37M in Q2 2025.
601 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Jensen Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.