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NorthRock Partners’s MSCI MSCI Stock Holding History

NorthRock 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
-1,254
Closed -$712K – 810
2025
Q3 		$712K Sell
1,254
-163
-12% -$92.1K 0.01% 422
2025
Q2 		$817K Buy
1,417
+551
+64% +$305K 0.02% 288
2025
Q1 		$490K Sell
866
-60
-6% -$34.9K 0.02% 354
2024
Q4 		$556K Sell
926
-57
-6% -$34.2K 0.02% 333
2024
Q3 		$573K Buy
983
+104
+12% +$56.4K 0.02% 336
2024
Q2 		$423K Buy
879
+23
+3% +$11.4K 0.02% 385
2024
Q1 		$480K Buy
856
+46
+6% +$25.9K 0.02% 359
2023
Q4 		$458K Buy
+810
New +$418K 0.02% 345
2023
Q2 		– Sell
-871
Closed -$487K – 336
2023
Q1 		$487K Buy
871
+107
+14% +$56.6K 0.05% 156
2022
Q4 		$355K Buy
+764
New +$355K 0.04% 215

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

NorthRock Partners's MSCI Position: Q4 2025 in Review

NorthRock Partners sold out of MSCI (MSCI) in Q4 2025, closing a stake of 1,254 shares — an estimated $712K sold.

NorthRock Partners first reported a position in MSCI in Q4 2022 and held it in 10 quarters. The position peaked at $817K in Q2 2025. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • NorthRock Partners reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,254 MSCI shares in Q4 2025, an estimated $712K.
  • NorthRock Partners first reported a position in MSCI in Q4 2022 and held it in 10 quarters.
  • NorthRock Partners's MSCI position peaked at $817K in Q2 2025.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

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