SCM
MSCI icon

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
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 $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

Sone Capital Management's MSCI Position: Q1 2026 in Review

Sone Capital Management opened a new position in MSCI (MSCI) in Q1 2026: 11,936 shares worth $6.43M. The stake represents 0.54% of the portfolio and ranks #64 among its holdings. This is a return to the name: Sone Capital Management previously reported a position in MSCI as recently as Q2 2025.

Sone Capital Management first reported a position in MSCI in Q4 2024 and has held it in 4 quarters since. The position peaked at $18.1M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Sone Capital Management held 11,936 shares of MSCI worth $6.43M as of Q1 2026.
  • MSCI was a new Sone Capital Management position in Q1 2026.
  • MSCI made up 0.54% of Sone Capital Management's portfolio in Q1 2026, its #64 holding.
  • Sone Capital Management first reported a position in MSCI in Q4 2024 and has held it in 4 quarters since.
  • Sone Capital Management's MSCI position peaked at $18.1M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.