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ORG Partners’s MSCI MSCI Stock Holding History

ORG 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 		$4.59K Sell
8
-4
-33% -$2.24K ﹤0.01% 1243
2025
Q3 		$6.81K Buy
12
+8
+200% +$4.52K ﹤0.01% 1060
2025
Q2 		$2.32K Sell
4
-3
-43% -$1.66K ﹤0.01% 1205
2025
Q1 		$3.97K Sell
7
-107
-94% -$62.2K ﹤0.01% 974
2024
Q4 		$68.4K Hold
114
– – 0.01% 500
2024
Q3 		$66.5K Sell
114
-418
-79% -$227K 0.01% 463
2024
Q2 		$255K Buy
+532
New +$264K 0.03% 360
2024
Q1 		– Sell
-55
Closed -$31.1K – 876
2023
Q4 		$31.1K Sell
55
-2
-4% -$1.03K 0.01% 611
2023
Q3 		$29.2K Buy
57
+56
+5,600% +$29.4K 0.01% 622
2023
Q2 		$0 Buy
+1
New +$488 ﹤0.01% 1374

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

ORG Partners's MSCI Position: Q4 2025 in Review

ORG Partners reduced its MSCI (MSCI) stake by 33% in Q4 2025, selling an estimated $2.24K and leaving 8 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1243.

ORG Partners first reported a position in MSCI in Q2 2023 and has held it in 10 quarters since. The position peaked at $255K in Q2 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • ORG Partners held 8 shares of MSCI worth $4.59K as of Q4 2025.
  • ORG Partners sold 4 MSCI shares in Q4 2025, an estimated $2.24K.
  • MSCI made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1243 holding.
  • ORG Partners first reported a position in MSCI in Q2 2023 and has held it in 10 quarters since.
  • ORG Partners's MSCI position peaked at $255K in Q2 2024.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.