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Patton Fund Management’s MSCI MSCI Stock Holding History

Patton Fund 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
Q2 		– Sell
-410
Closed -$221K – 336
2026
Q1 		$221K Hold
410
– – 0.04% 418
2025
Q4 		$235K Hold
410
– – 0.03% 183
2025
Q3 		$233K Hold
410
– – 0.04% 330
2025
Q2 		$236K Buy
+410
New +$227K 0.05% 267
2022
Q1 		– Sell
-3,447
Closed -$2.11M – 104
2021
Q4 		$2.11M Sell
3,447
-1,226
-26% -$769K 0.64% 54
2021
Q3 		$2.84M Buy
+4,673
New +$2.86M 1.08% 13
2021
Q1 		– Sell
-4,655
Closed -$2.08M – 107
2020
Q4 		$2.08M Sell
4,655
-1,064
-19% -$417K 1.05% 22
2020
Q3 		$2.04M Sell
5,719
-394
-6% -$143K 1.11% 14
2020
Q2 		$2.04M Sell
6,113
-1,501
-20% -$485K 1.19% 12
2020
Q1 		$2.2M Sell
7,614
-6,315
-45% -$1.79M 1.36% 12
2019
Q4 		$3.6M Buy
13,929
+62
+0.4% +$15.1K 1.25% 34
2019
Q3 		$3.02M Buy
+13,867
New +$3.21M 1.21% 31

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Patton Fund Management's MSCI Position: Q2 2026 in Review

Patton Fund Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 410 shares — an estimated $221K sold.

Patton Fund Management first reported a position in MSCI in Q3 2019 and held it in 12 quarters. The position peaked at $3.6M in Q4 2019. 172 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Patton Fund Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 410 MSCI shares in Q2 2026, an estimated $221K.
  • Patton Fund Management first reported a position in MSCI in Q3 2019 and held it in 12 quarters.
  • Patton Fund Management's MSCI position peaked at $3.6M in Q4 2019.
  • 172 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.