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Stonegate Investment Group’s MSCI MSCI Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$226K Hold
398
– – 0.01% 374
2025
Q2 		$230K Buy
398
+22
+6% +$12.2K 0.01% 357
2025
Q1 		$213K Buy
+376
New +$219K 0.01% 330

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Stonegate Investment Group's MSCI Position: Q3 2025 in Review

Stonegate Investment Group held its MSCI (MSCI) position steady in Q3 2025 at 398 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #374.

Stonegate Investment Group first reported a position in MSCI in Q1 2025 and has held it in 3 quarters since. The position peaked at $230K in Q2 2025. 1,037 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Stonegate Investment Group held 398 shares of MSCI worth $226K as of Q3 2025.
  • Stonegate Investment Group left its MSCI share count unchanged in Q3 2025.
  • MSCI made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #374 holding.
  • Stonegate Investment Group first reported a position in MSCI in Q1 2025 and has held it in 3 quarters since.
  • Stonegate Investment Group's MSCI position peaked at $230K in Q2 2025.
  • 1,037 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.