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Nutshell Asset Management’s MSCI MSCI Stock Holding History

Nutshell Asset 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 		$4.27M Sell
7,930
-12,678
-62% -$7.15M 2.32% 13
2025
Q4 		$11.8M Buy
20,608
+5,055
+33% +$2.84M 4.22% 10
2025
Q3 		$8.82M Buy
15,553
+197
+1% +$111K 4.21% 11
2025
Q2 		$8.86M Sell
15,356
-2,877
-16% -$1.59M 5.27% 8
2025
Q1 		$10.3M Buy
18,233
+2,217
+14% +$1.29M 5.37% 8
2024
Q4 		$9.61M Buy
+16,016
New +$9.61M 6.07% 5

Other funds holding MSCI

BlackRock
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
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

Nutshell Asset Management's MSCI Position: Q1 2026 in Review

Nutshell Asset Management reduced its MSCI (MSCI) stake by 62% in Q1 2026, selling an estimated $7.15M and leaving 7,930 shares worth $4.27M. The position accounts for 2.32% of the portfolio, ranked #13.

Nutshell Asset Management first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.8M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Nutshell Asset Management held 7,930 shares of MSCI worth $4.27M as of Q1 2026.
  • Nutshell Asset Management sold 12,678 MSCI shares in Q1 2026, an estimated $7.15M.
  • MSCI made up 2.32% of Nutshell Asset Management's portfolio in Q1 2026, its #13 holding.
  • Nutshell Asset Management first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Nutshell Asset Management's MSCI position peaked at $11.8M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Nutshell Asset Management's 13F filing for Q1 2026, filed 14 May 2026.