SMA
MSCI icon

Sage Mountain Advisors’s MSCI MSCI Stock Holding History

Sage Mountain 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
2026
Q1 		– Sell
-719
Closed -$413K – 468
2025
Q4 		$413K Buy
719
+182
+34% +$102K 0.02% 313
2025
Q3 		$305K Buy
537
+4
+0.8% +$2.26K 0.02% 365
2025
Q2 		$307K Sell
533
-32
-6% -$17.7K 0.02% 318
2025
Q1 		$320K Sell
565
-52
-8% -$30.2K 0.02% 289
2024
Q4 		$370K Sell
617
-120
-16% -$72K 0.03% 255
2024
Q3 		$430K Sell
737
-11
-1% -$5.96K 0.04% 226
2024
Q2 		$360K Buy
748
+220
+42% +$109K 0.03% 223
2024
Q1 		$296K Buy
528
+5
+1% +$2.81K 0.03% 243
2023
Q4 		$296K Buy
523
+1
+0.2% +$516 0.03% 205
2023
Q3 		$268K Buy
+522
New +$274K 0.04% 199
2023
Q2 		– Sell
-383
Closed -$214K – 369
2023
Q1 		$214K Buy
+383
New +$203K 0.03% 218

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

Sage Mountain Advisors's MSCI Position: Q1 2026 in Review

Sage Mountain Advisors sold out of MSCI (MSCI) in Q1 2026, closing a stake of 719 shares — an estimated $413K sold.

Sage Mountain Advisors first reported a position in MSCI in Q1 2023 and held it in 11 quarters. The position peaked at $430K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Sage Mountain Advisors reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 719 MSCI shares in Q1 2026, an estimated $413K.
  • Sage Mountain Advisors first reported a position in MSCI in Q1 2023 and held it in 11 quarters.
  • Sage Mountain Advisors's MSCI position peaked at $430K in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.