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Tortoise Investment Management’s MSCI MSCI Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-7
Closed -$3.97K – 972
2025
Q3 		$3.97K Buy
7
+3
+75% +$1.7K ﹤0.01% 736
2025
Q2 		$2.31K Buy
+4
New +$2.21K ﹤0.01% 769
2024
Q2 		– Sell
-14
Closed -$7.85K – 898
2024
Q1 		$7.85K Buy
+14
New +$7.87K ﹤0.01% 650
2016
Q3 		– Sell
-18
Closed -$1K – 489
2016
Q2 		$1K Hold
18
– – ﹤0.01% 474
2016
Q1 		$1K Hold
18
– – ﹤0.01% 377
2015
Q4 		$1K Hold
18
– – ﹤0.01% 401
2015
Q3 		$1K Hold
18
– – ﹤0.01% 391
2015
Q2 		$1K Hold
18
– – ﹤0.01% 416
2015
Q1 		$1K Hold
18
– – ﹤0.01% 399
2014
Q4 		$1K Buy
+18
New +$842 ﹤0.01% 449

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Tortoise Investment Management's MSCI Position: Q4 2025 in Review

Tortoise Investment Management sold out of MSCI (MSCI) in Q4 2025, closing a stake of 7 shares — an estimated $3.97K sold.

Tortoise Investment Management first reported a position in MSCI in Q4 2014 and held it in 10 quarters. The position peaked at $7.85K in Q1 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Tortoise Investment Management reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 7 MSCI shares in Q4 2025, an estimated $3.97K.
  • Tortoise Investment Management first reported a position in MSCI in Q4 2014 and held it in 10 quarters.
  • Tortoise Investment Management's MSCI position peaked at $7.85K in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.