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MSCI icon

&Partners’s MSCI MSCI Stock Holding History

&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
2026
Q1 		$4.36M Sell
8,049
-931
-10% -$525K 0.02% 569
2025
Q4 		$5.15M Sell
8,980
-38
-0.4% -$21.3K 0.03% 484
2025
Q3 		$5.12M Buy
9,018
+1,543
+21% +$872K 0.03% 417
2025
Q2 		$4.49M Buy
7,475
+4,183
+127% +$2.32M 0.03% 397
2025
Q1 		$1.84M Buy
3,292
+213
+7% +$124K 0.02% 572
2024
Q4 		$1.85M Buy
3,079
+1,236
+67% +$742K 0.02% 525
2024
Q3 		$1.07M Buy
1,843
+1,304
+242% +$707K 0.02% 550
2024
Q2 		$260K Buy
+539
New +$267K 0.01% 762

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

&Partners's MSCI Position: Q1 2026 in Review

&Partners reduced its MSCI (MSCI) stake by 10% in Q1 2026, selling an estimated $525K and leaving 8,049 shares worth $4.36M. The position accounts for 0.02% of the portfolio, ranked #569.

&Partners first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.15M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • &Partners held 8,049 shares of MSCI worth $4.36M as of Q1 2026.
  • &Partners sold 931 MSCI shares in Q1 2026, an estimated $525K.
  • MSCI made up 0.02% of &Partners's portfolio in Q1 2026, its #569 holding.
  • &Partners first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • &Partners's MSCI position peaked at $5.15M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.