Meridiem Investment Management’s MSCI MSCI Stock Holding History

Meridiem 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 Q1	$132K	Hold	245	–	–	﹤0.01%	46
2025 Q4	$141K	Hold	245	–	–	﹤0.01%	47
2025 Q3	$139K	Hold	245	–	–	﹤0.01%	41
2025 Q2	$141K	Hold	245	–	–	﹤0.01%	41
2025 Q1	$139K	Hold	245	–	–	﹤0.01%	46
2024 Q4	$147K	Sell	245 -300	-55%	-$180K	﹤0.01%	46
2024 Q3	$318K	Buy	545 +300	+122%	+$163K	0.01%	37
2024 Q2	$118K	Hold	245	–	–	﹤0.01%	46
2024 Q1	$137K	Hold	245	–	–	﹤0.01%	50
2023 Q4	$138K	Hold	245	–	–	﹤0.01%	58
2023 Q3	$126K	Hold	245	–	–	﹤0.01%	50
2023 Q2	$115K	Hold	245	–	–	﹤0.01%	52
2023 Q1	$137K	Hold	245	–	–	﹤0.01%	54
2022 Q4	$114K	Hold	245	–	–	﹤0.01%	57
2022 Q3	$103K	Hold	245	–	–	﹤0.01%	59
2022 Q2	$101K	Hold	245	–	–	﹤0.01%	59
2022 Q1	$123K	Hold	245	–	–	﹤0.01%	60
2021 Q4	$150K	Hold	245	–	–	﹤0.01%	58
2021 Q3	$149K	Hold	245	–	–	0.01%	59
2021 Q2	$131K	Hold	245	–	–	﹤0.01%	59
2021 Q1	$103K	Hold	245	–	–	﹤0.01%	65
2020 Q4	$109K	Buy	+245	New	+$96.1K	0.01%	62

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

Meridiem Investment Management's MSCI Position: Q1 2026 in Review

Meridiem Investment Management held its MSCI (MSCI) position steady in Q1 2026 at 245 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #46.

Meridiem Investment Management first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $318K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Meridiem Investment Management held 245 shares of MSCI worth $132K as of Q1 2026.
Meridiem Investment Management left its MSCI share count unchanged in Q1 2026.
MSCI made up ﹤0.01% of Meridiem Investment Management's portfolio in Q1 2026, its #46 holding.
Meridiem Investment Management first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
Meridiem Investment Management's MSCI position peaked at $318K in Q3 2024.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Meridiem Investment Management's 13F filing for Q1 2026, filed 12 May 2026.