Sagespring Wealth Partners
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Sagespring Wealth Partners’s MSCI MSCI Stock Holding History

Sagespring Wealth 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
2026
Q3 		$366K Sell
680
-199
-23% -$114K 0.01% 647
2026
Q2 		$492K Buy
879
+118
+16% +$68.8K 0.01% 535
2026
Q1 		$410K Buy
761
+120
+19% +$67.7K 0.01% 558
2025
Q4 		$368K Buy
641
+33
+5% +$18.5K 0.01% 563
2025
Q3 		$345K Buy
608
+51
+9% +$28.8K 0.01% 558
2025
Q2 		$321K Buy
557
+85
+18% +$47K 0.01% 556
2025
Q1 		$267K Buy
472
+34
+8% +$19.8K 0.01% 551
2024
Q4 		$263K Buy
+438
New +$263K 0.01% 509

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Sagespring Wealth Partners's MSCI Position: Q3 2026 in Review

Sagespring Wealth Partners reduced its MSCI (MSCI) stake by 23% in Q3 2026, selling an estimated $114K and leaving 680 shares worth $366K. The position accounts for 0.01% of the portfolio, ranked #647.

Sagespring Wealth Partners first reported a position in MSCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $492K in Q2 2026. 587 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Sagespring Wealth Partners held 680 shares of MSCI worth $366K as of Q3 2026.
  • Sagespring Wealth Partners sold 199 MSCI shares in Q3 2026, an estimated $114K.
  • MSCI made up 0.01% of Sagespring Wealth Partners's portfolio in Q3 2026, its #647 holding.
  • Sagespring Wealth Partners first reported a position in MSCI in Q4 2024 and has held it in 8 quarters since.
  • Sagespring Wealth Partners's MSCI position peaked at $492K in Q2 2026.
  • 587 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.