Unio Capital’s MSCI MSCI Stock Holding History

Unio Capital’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 Q1	–	Sell	-9,338	Closed	-$5.6M	–	27
2024 Q4	$5.6M	Buy	+9,338	New	+$5.6M	2%	19
2022 Q4	–	Sell	-485	Closed	-$205K	–	50
2022 Q3	$205K	Buy	+485	New	+$222K	0.12%	43

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Unio Capital's MSCI Position: Q1 2025 in Review

Unio Capital sold out of MSCI (MSCI) in Q1 2025, closing a stake of 9,338 shares — an estimated $5.6M sold.

Unio Capital first reported a position in MSCI in Q3 2022 and held it in 2 quarters. The position peaked at $5.6M in Q4 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Unio Capital reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Unio Capital sold 9,338 MSCI shares in Q1 2025, an estimated $5.6M.
Unio Capital first reported a position in MSCI in Q3 2022 and held it in 2 quarters.
Unio Capital's MSCI position peaked at $5.6M in Q4 2024.
1,080 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Unio Capital's 13F filing for Q1 2025, filed 15 May 2025.