Marsico Capital Management’s MSCI MSCI Stock Holding History

Marsico 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
2025 Q3	–	Sell	-10,594	Closed	-$6.11M	–	83
2025 Q2	$6.11M	Hold	10,594	–	–	0.17%	58
2025 Q1	$5.99M	Hold	10,594	–	–	0.21%	56
2024 Q4	$6.36M	Hold	10,594	–	–	0.17%	54
2024 Q3	$6.18M	Sell	10,594 -8,837	-45%	-$4.79M	0.17%	51
2024 Q2	$9.36M	Buy	19,431 +1,167	+6%	+$579K	0.28%	38
2024 Q1	$10.2M	Sell	18,264 -3,641	-17%	-$2.05M	0.34%	36
2023 Q4	$12.4M	Buy	21,905 +769	+4%	+$397K	0.49%	30
2023 Q3	$10.8M	Sell	21,136 -2,986	-12%	-$1.57M	0.46%	31
2023 Q2	$11.3M	Hold	24,122	–	–	0.45%	33
2023 Q1	$13.5M	Hold	24,122	–	–	0.63%	32
2022 Q4	$11.2M	Hold	24,122	–	–	0.58%	34
2022 Q3	$10.2M	Buy	24,122 +9,234	+62%	+$4.23M	0.55%	33
2022 Q2	$6.14M	Hold	14,888	–	–	0.3%	47
2022 Q1	$7.49M	Hold	14,888	–	–	0.26%	50
2021 Q4	$9.12M	Hold	14,888	–	–	0.27%	50
2021 Q3	$9.06M	Hold	14,888	–	–	0.28%	45
2021 Q2	$7.94M	Hold	14,888	–	–	0.2%	51
2021 Q1	$6.24M	Hold	14,888	–	–	0.16%	63
2020 Q4	$6.65M	Hold	14,888	–	–	0.17%	61
2020 Q3	$5.31M	Hold	14,888	–	–	0.15%	62
2020 Q2	$4.97M	Hold	14,888	–	–	0.16%	64
2020 Q1	$4.3M	Buy	14,888 +6,840	+85%	+$1.94M	0.18%	54
2019 Q4	$2.08M	Hold	8,048	–	–	0.07%	77
2019 Q3	$1.75M	Hold	8,048	–	–	0.07%	79
2019 Q2	$1.92M	Hold	8,048	–	–	0.07%	82
2019 Q1	$1.6M	Buy	+8,048	New	+$1.4M	0.06%	81

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Marsico Capital Management's MSCI Position: Q3 2025 in Review

Marsico Capital Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 10,594 shares — an estimated $6.11M sold.

Marsico Capital Management first reported a position in MSCI in Q1 2019 and held it in 26 quarters. The position peaked at $13.5M in Q1 2023. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Marsico Capital Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Marsico Capital Management sold 10,594 MSCI shares in Q3 2025, an estimated $6.11M.
Marsico Capital Management first reported a position in MSCI in Q1 2019 and held it in 26 quarters.
Marsico Capital Management's MSCI position peaked at $13.5M in Q1 2023.
1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Marsico Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.