Polen Capital Management
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Polen Capital Management’s MSCI MSCI Stock Holding History

Polen Capital 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 		$376M Sell
671,797
-257,712
-28% -$150M 3.24% 12
2026
Q1 		$501M Sell
929,509
-401,576
-30% -$226M 3.47% 13
2025
Q4 		$764M Sell
1,331,085
-252,854
-16% -$142M 3.26% 12
2025
Q3 		$899M Sell
1,583,939
-157,450
-9% -$89M 2.92% 14
2025
Q2 		$1B Sell
1,741,389
-126,749
-7% -$70.2M 3.08% 14
2025
Q1 		$1.06B Sell
1,868,138
-164,100
-8% -$95.4M 3.32% 14
2024
Q4 		$1.22B Sell
2,032,238
-196,055
-9% -$118M 3.29% 15
2024
Q3 		$1.3B Buy
2,228,293
+577,843
+35% +$313M 3.35% 15
2024
Q2 		$795M Buy
1,650,450
+1,514,394
+1,113% +$751M 2% 18
2024
Q1 		$76.3M Buy
136,056
+750
+0.6% +$422K 0.18% 31
2023
Q4 		$76.6M Sell
135,306
-3,939
-3% -$2.03M 0.18% 34
2023
Q3 		$71.4M Buy
+139,245
New +$73.2M 0.19% 32
2022
Q2 		– Sell
-856,456
Closed -$431M – 92
2022
Q1 		$431M Sell
856,456
-559,577
-40% -$290M 0.84% 25
2021
Q4 		$868M Buy
1,416,033
+32,539
+2% +$20.4M 1.46% 25
2021
Q3 		$842M Buy
1,383,494
+10,921
+0.8% +$6.67M 1.54% 25
2021
Q2 		$732M Buy
1,372,573
+5,158
+0.4% +$2.46M 1.4% 24
2021
Q1 		$573M Sell
1,367,415
-454,070
-25% -$191M 1.29% 24
2020
Q4 		$813M Buy
1,821,485
+17,466
+1% +$6.85M 1.89% 23
2020
Q3 		$644M Sell
1,804,019
-587,140
-25% -$213M 1.72% 23
2020
Q2 		$798M Buy
2,391,159
+224,837
+10% +$72.7M 2.41% 19
2020
Q1 		$626M Buy
2,166,322
+53,342
+3% +$15.1M 2.72% 17
2019
Q4 		$546M Buy
2,112,980
+42,134
+2% +$10.3M 2.15% 21
2019
Q3 		$451M Buy
+2,070,846
New +$480M 2.08% 21

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management's MSCI Position: Q2 2026 in Review

Polen Capital Management reduced its MSCI (MSCI) stake by 28% in Q2 2026, selling an estimated $150M and leaving 671,797 shares worth $376M. The position accounts for 3.24% of the portfolio, ranked #12.

Polen Capital Management first reported a position in MSCI in Q3 2019 and has held it in 23 quarters since. The position peaked at $1.3B in Q3 2024. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Polen Capital Management held 671,797 shares of MSCI worth $376M as of Q2 2026.
  • Polen Capital Management sold 257,712 MSCI shares in Q2 2026, an estimated $150M.
  • MSCI made up 3.24% of Polen Capital Management's portfolio in Q2 2026, its #12 holding.
  • Polen Capital Management first reported a position in MSCI in Q3 2019 and has held it in 23 quarters since.
  • Polen Capital Management's MSCI position peaked at $1.3B in Q3 2024.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.