SWP
MSCI icon

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
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

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

Sagespring Wealth Partners's MSCI Position: Q1 2026 in Review

Sagespring Wealth Partners increased its MSCI (MSCI) stake by 19% in Q1 2026, buying an estimated $67.7K and bringing the position to 761 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #558.

Sagespring Wealth Partners first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Sagespring Wealth Partners held 761 shares of MSCI worth $410K as of Q1 2026.
  • Sagespring Wealth Partners bought 120 MSCI shares in Q1 2026, an estimated $67.7K.
  • MSCI made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #558 holding.
  • Sagespring Wealth Partners first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.