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Liontrust Investment Partners’s MSCI MSCI Stock Holding History

Liontrust 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
-1,333
Closed -$756K – 214
2025
Q3 		$756K Buy
+1,333
New +$754K 0.01% 165

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Principal Financial Group
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T. Rowe Price Investment Management
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Edgewood Management
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Polen Capital Management
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Liontrust Investment Partners's MSCI Position: Q4 2025 in Review

Liontrust Investment Partners sold out of MSCI (MSCI) in Q4 2025, closing a stake of 1,333 shares — an estimated $756K sold.

Liontrust Investment Partners first reported a position in MSCI in Q3 2025 and held it in 1 quarter. The position peaked at $756K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Liontrust Investment Partners reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Liontrust Investment Partners sold 1,333 MSCI shares in Q4 2025, an estimated $756K.
  • Liontrust Investment Partners first reported a position in MSCI in Q3 2025 and held it in 1 quarter.
  • Liontrust Investment Partners's MSCI position peaked at $756K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Liontrust Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.