Principal Street Partners’s MSCI MSCI Stock Holding History

Principal Street 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	–	Sell	-506	Closed	-$287K	–	265
2025 Q3	$287K	Sell	506 -514	-50%	-$291K	0.05%	199
2025 Q2	$588K	Buy	1,020 +513	+101%	+$284K	0.06%	185
2025 Q1	$287K	Buy	507 +37	+8%	+$21.5K	0.05%	174
2024 Q4	$282K	Buy	470 +48	+11%	+$28.8K	0.06%	180
2024 Q3	$203K	Hold	422	–	–	0.03%	216
2024 Q2	$203K	Sell	422 -4	-0.9%	-$1.99K	0.04%	234
2024 Q1	$207K	Hold	426	–	–	0.04%	239
2023 Q4	$241K	Sell	426 -420	-50%	-$217K	0.06%	181
2023 Q3	$434K	Buy	+846	New	+$445K	0.09%	164
2023 Q2	–	Sell	-410	Closed	-$229K	–	229
2023 Q1	$229K	Buy	+410	New	+$217K	0.06%	197
2022 Q4	–	Sell	-476	Closed	-$201K	–	239
2022 Q3	$201K	Buy	+476	New	+$218K	0.05%	192

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Street Partners's MSCI Position: Q4 2025 in Review

Principal Street Partners sold out of MSCI (MSCI) in Q4 2025, closing a stake of 506 shares — an estimated $287K sold.

Principal Street Partners first reported a position in MSCI in Q3 2022 and held it in 11 quarters. The position peaked at $588K in Q2 2025. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

Principal Street Partners reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
Principal Street Partners sold 506 MSCI shares in Q4 2025, an estimated $287K.
Principal Street Partners first reported a position in MSCI in Q3 2022 and held it in 11 quarters.
Principal Street Partners's MSCI position peaked at $588K in Q2 2025.
1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Principal Street Partners's 13F filing for Q4 2025, filed 17 Feb 2026.