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Procyon Advisors’s MSCI MSCI Stock Holding History

Procyon Advisors’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
Q2 		– Sell
-1,955
Closed -$1.11M – 566
2025
Q1 		$1.11M Sell
1,955
-220
-10% -$128K 0.07% 248
2024
Q4 		$1.31M Buy
2,175
+219
+11% +$131K 0.08% 211
2024
Q3 		$1.14M Buy
1,956
+279
+17% +$151K 0.08% 221
2024
Q2 		$808K Buy
1,677
+752
+81% +$373K 0.06% 249
2024
Q1 		$519K Buy
925
+68
+8% +$38.2K 0.04% 317
2023
Q4 		$485K Buy
857
+79
+10% +$40.8K 0.04% 317
2023
Q3 		$399K Buy
+778
New +$409K 0.04% 335
2020
Q3 		– Sell
-111
Closed -$37K – 725
2020
Q2 		$37K Buy
111
+4
+4% +$1.29K 0.02% 431
2020
Q1 		$31K Sell
107
-5
-4% -$1.42K 0.02% 401
2019
Q4 		$29K Buy
+112
New +$27.3K 0.02% 437

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Procyon Advisors's MSCI Position: Q2 2025 in Review

Procyon Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 1,955 shares — an estimated $1.11M sold.

Procyon Advisors first reported a position in MSCI in Q4 2019 and held it in 10 quarters. The position peaked at $1.31M in Q4 2024. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Procyon Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Procyon Advisors sold 1,955 MSCI shares in Q2 2025, an estimated $1.11M.
  • Procyon Advisors first reported a position in MSCI in Q4 2019 and held it in 10 quarters.
  • Procyon Advisors's MSCI position peaked at $1.31M in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Procyon Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.