Logan Capital Management’s MSCI MSCI Stock Holding History

Logan Capital 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 Q1	$4.38M	Buy	+8,133	New	+$4.59M	0.19%	125

Other funds holding MSCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Logan Capital Management's MSCI Position: Q1 2026 in Review

Logan Capital Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 8,142 shares — an estimated $4.59M sold.

Logan Capital Management first reported a position in MSCI in Q1 2016 and held it in 40 quarters. The position peaked at $8.02M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Logan Capital Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Logan Capital Management sold 8,142 MSCI shares in Q1 2026, an estimated $4.59M.
Logan Capital Management first reported a position in MSCI in Q1 2016 and held it in 40 quarters.
Logan Capital Management's MSCI position peaked at $8.02M in Q4 2021.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.