SCM
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Sone Capital Management’s MSCI MSCI Stock Holding History

Sone Capital Management’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
Q2 		$8M Buy
14,278
+2,342
+20% +$1.37M 0.61% 64
2026
Q1 		$6.43M Buy
+11,936
New +$6.73M 0.54% 64
2025
Q3 		– Sell
-31,405
Closed -$18.1M – 115
2025
Q2 		$18.1M Buy
31,405
+11,162
+55% +$6.18M 1.67% 18
2025
Q1 		$11.4M Buy
20,243
+9,729
+93% +$5.66M 1.18% 35
2024
Q4 		$6.31M Buy
+10,514
New +$6.31M 0.8% 53

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sone Capital Management's MSCI Position: Q2 2026 in Review

Sone Capital Management increased its MSCI (MSCI) stake by 20% in Q2 2026, buying an estimated $1.37M and bringing the position to 14,278 shares worth $8M. The position accounts for 0.61% of the portfolio, ranked #64.

Sone Capital Management first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.1M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Sone Capital Management held 14,278 shares of MSCI worth $8M as of Q2 2026.
  • Sone Capital Management bought 2,342 MSCI shares in Q2 2026, an estimated $1.37M.
  • MSCI made up 0.61% of Sone Capital Management's portfolio in Q2 2026, its #64 holding.
  • Sone Capital Management first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • Sone Capital Management's MSCI position peaked at $18.1M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Sone Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.