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Orion Portfolio Solutions’s MSCI MSCI Stock Holding History

Orion Portfolio Solutions’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
Q1 		$6.47M Sell
11,447
-13,672
-54% -$7.95M 0.06% 288
2024
Q4 		$15.1M Sell
25,119
-2,486
-9% -$1.49M 0.15% 125
2024
Q3 		$16.1M Sell
27,605
-2,256
-8% -$1.22M 0.16% 125
2024
Q2 		$14.4M Sell
29,861
-483
-2% -$240K 0.15% 130
2024
Q1 		$17M Sell
30,344
-798
-3% -$449K 0.18% 110
2023
Q4 		$16.9M Sell
31,142
-2,178
-7% -$1.12M 0.2% 105
2023
Q3 		$17.1M Sell
33,320
-1,209
-4% -$635K 0.21% 105
2023
Q2 		$16.2M Sell
34,529
-1,340
-4% -$654K 0.17% 115
2023
Q1 		$20.1M Buy
35,869
+35,041
+4,232% +$18.5M 0.25% 77
2022
Q4 		$385K Buy
828
+268
+48% +$125K 0.01% 582
2022
Q3 		$236K Buy
+560
New +$256K 0.01% 648
2022
Q2 		– Sell
-448
Closed -$225K – 727
2022
Q1 		$225K Sell
448
-4,584
-91% -$2.38M 0.01% 652
2021
Q4 		$3.08M Buy
5,032
+540
+12% +$339K 0.1% 127
2021
Q3 		$2.73M Buy
4,492
+847
+23% +$518K 0.1% 128
2021
Q2 		$1.94M Buy
3,645
+577
+19% +$275K 0.08% 146
2021
Q1 		$1.29M Buy
3,068
+330
+12% +$139K 0.06% 173
2020
Q4 		$1.22M Buy
2,738
+848
+45% +$333K 0.06% 183
2020
Q3 		$674K Buy
1,890
+1,554
+463% +$564K 0.04% 221
2020
Q2 		$112K Buy
336
+213
+173% +$68.9K 0.01% 526
2020
Q1 		$36K Buy
123
+6
+5% +$1.7K ﹤0.01% 670
2019
Q4 		$30K Buy
+117
New +$28.5K ﹤0.01% 678

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orion Portfolio Solutions's MSCI Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its MSCI (MSCI) stake by 54% in Q1 2025, selling an estimated $7.95M and leaving 11,447 shares worth $6.47M. The position accounts for 0.06% of the portfolio, ranked #288.

Orion Portfolio Solutions first reported a position in MSCI in Q4 2019 and has held it in 21 quarters since. The position peaked at $20.1M in Q1 2023. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Orion Portfolio Solutions held 11,447 shares of MSCI worth $6.47M as of Q1 2025.
  • Orion Portfolio Solutions sold 13,672 MSCI shares in Q1 2025, an estimated $7.95M.
  • MSCI made up 0.06% of Orion Portfolio Solutions's portfolio in Q1 2025, its #288 holding.
  • Orion Portfolio Solutions first reported a position in MSCI in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's MSCI position peaked at $20.1M in Q1 2023.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.