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Meritage Group’s MSCI MSCI Stock Holding History

Meritage Group’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 		$219M Sell
406,084
-60,533
-13% -$34.1M 8.26% 6
2025
Q4 		$268M Buy
466,617
+51,309
+12% +$28.8M 8.33% 6
2025
Q3 		$236M Buy
415,308
+103,993
+33% +$58.8M 6.73% 7
2025
Q2 		$180M Buy
+311,315
New +$172M 4.92% 9
2024
Q2 		– Sell
-379
Closed -$212K – 70
2024
Q1 		$212K Sell
379
-90
-19% -$50.6K 0.01% 53
2023
Q4 		$265K Buy
469
+15
+3% +$7.74K 0.01% 40
2023
Q3 		$233K Sell
454
-131
-22% -$68.8K 0.01% 43
2023
Q2 		$275K Buy
+585
New +$285K 0.01% 32
2023
Q1 		– Sell
-453
Closed -$211K – 58
2022
Q4 		$211K Buy
+453
New +$211K 0.01% 40

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return