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Valley Forge Capital Management’s MSCI MSCI Stock Holding History

Valley Forge Capital 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
2026
Q1 		– Sell
-60,770
Closed -$34.9M – 9
2025
Q4 		$34.9M Buy
60,770
+1,070
+2% +$600K 0.79% 8
2025
Q3 		$33.9M Hold
59,700
– – 0.81% 9
2025
Q2 		$34.4M Hold
59,700
– – 0.76% 9
2025
Q1 		$33.8M Hold
59,700
– – 0.77% 9
2024
Q4 		$35.8M Buy
+59,700
New +$35.8M 0.79% 9

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valley Forge Capital Management's MSCI Position: Q1 2026 in Review

Valley Forge Capital Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 60,770 shares — an estimated $34.9M sold.

Valley Forge Capital Management first reported a position in MSCI in Q4 2024 and held it in 5 quarters. The position peaked at $35.8M in Q4 2024. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Valley Forge Capital Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Valley Forge Capital Management sold 60,770 MSCI shares in Q1 2026, an estimated $34.9M.
  • Valley Forge Capital Management first reported a position in MSCI in Q4 2024 and held it in 5 quarters.
  • Valley Forge Capital Management's MSCI position peaked at $35.8M in Q4 2024.
  • 1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Valley Forge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.