Towarzystwo Funduszy Inwestycyjnych PZU SA’s MSCI MSCI Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$81.2K	Buy	145 +35	+32%	+$20.4K	0.02%	395
2026 Q1	$59.3K	Hold	110	–	–	0.02%	379
2025 Q4	$63.1K	Hold	110	–	–	0.02%	373
2025 Q3	$62.4K	Hold	110	–	–	0.01%	356
2025 Q2	$63.4K	Hold	110	–	–	0.02%	344
2025 Q1	$62.2K	Hold	110	–	–	0.02%	315
2024 Q4	$66K	Buy	110 +50	+83%	+$30K	0.02%	296
2024 Q3	$35K	Hold	60	–	–	0.01%	412
2024 Q2	$28.9K	Hold	60	–	–	0.01%	394
2024 Q1	$33.6K	Hold	60	–	–	0.01%	371
2023 Q4	$33.9K	Buy	+60	New	+$31K	0.02%	343
2021 Q3	$39.5K	Hold	65	–	–	0.05%	151
2021 Q2	$34.6K	Hold	65	–	–	0.04%	180
2021 Q1	$27.3K	Hold	65	–	–	0.04%	197
2020 Q4	$29K	Buy	+65	New	+$25.5K	0.03%	159

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Towarzystwo Funduszy Inwestycyjnych PZU SA's MSCI Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA increased its MSCI (MSCI) stake by 32% in Q2 2026, buying an estimated $20.4K and bringing the position to 145 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #395.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in MSCI in Q4 2020 and has held it in 15 quarters since. 667 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 145 shares of MSCI worth $81.2K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA bought 35 MSCI shares in Q2 2026, an estimated $20.4K.
MSCI made up 0.02% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #395 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in MSCI in Q4 2020 and has held it in 15 quarters since.
667 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.