Turtle Creek Wealth Advisors
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Turtle Creek Wealth Advisors’s MSCI MSCI Stock Holding History

Turtle Creek Wealth Advisors’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
Q3 		$559K Sell
1,038
-260
-20% -$149K 0.03% 249
2026
Q2 		$727K Buy
1,298
+298
+30% +$174K 0.04% 208
2026
Q1 		$539K Sell
1,000
-687
-41% -$387K 0.04% 220
2025
Q4 		$968K Buy
1,687
+1,302
+338% +$730K 0.08% 153
2025
Q3 		$218K Buy
+385
New +$218K 0.02% 336
2024
Q1 		– Sell
-100
Closed -$56.6K – 579
2023
Q4 		$56.6K Buy
+100
New +$51.6K 0.02% 256

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Turtle Creek Wealth Advisors's MSCI Position: Q3 2026 in Review

Turtle Creek Wealth Advisors reduced its MSCI (MSCI) stake by 20% in Q3 2026, selling an estimated $149K and leaving 1,038 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #249.

Turtle Creek Wealth Advisors first reported a position in MSCI in Q4 2023 and has held it in 6 quarters since. The position peaked at $968K in Q4 2025. 611 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Turtle Creek Wealth Advisors held 1,038 shares of MSCI worth $559K as of Q3 2026.
  • Turtle Creek Wealth Advisors sold 260 MSCI shares in Q3 2026, an estimated $149K.
  • MSCI made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #249 holding.
  • Turtle Creek Wealth Advisors first reported a position in MSCI in Q4 2023 and has held it in 6 quarters since.
  • Turtle Creek Wealth Advisors's MSCI position peaked at $968K in Q4 2025.
  • 611 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.