Westwind Capital’s MSCI MSCI Stock Holding History

Westwind 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
2026 Q3	$10.3M	Sell	19,142 -1,717	-8%	-$982K	2.42%	15
2026 Q2	$11.7M	Buy	20,859 +20,736	+16,859%	+$12.1M	2.77%	14
2026 Q1	$66K	Buy	+123	New	+$69.4K	0.02%	71
2025 Q3	–	Sell	-23,125	Closed	-$13.3M	–	43
2025 Q2	$13.3M	Buy	23,125 +652	+3%	+$361K	2.73%	15
2025 Q1	$12.7M	Buy	22,473 +330	+1%	+$192K	3.16%	14
2024 Q4	$13.3M	Buy	22,143 +187	+0.9%	+$112K	2.9%	17
2024 Q3	$12.8M	Buy	21,956 +21,768	+11,579%	+$11.8M	3.11%	16
2024 Q2	$10.6M	Sell	188 -21,681	-99%	-$10.8M	2.64%	18
2024 Q1	$12.2M	Buy	+21,869	New	+$12.3M	3.1%	15

Other funds holding MSCI

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Westwind Capital's MSCI Position: Q3 2026 in Review

Westwind Capital reduced its MSCI (MSCI) stake by 8.2% in Q3 2026, selling an estimated $982K and leaving 19,142 shares worth $10.3M. The position accounts for 2.42% of the portfolio, ranked #15.

Westwind Capital first reported a position in MSCI in Q1 2024 and has held it in 9 quarters since. The position peaked at $13.3M in Q2 2025. 334 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

Westwind Capital held 19,142 shares of MSCI worth $10.3M as of Q3 2026.
Westwind Capital sold 1,717 MSCI shares in Q3 2026, an estimated $982K.
MSCI made up 2.42% of Westwind Capital's portfolio in Q3 2026, its #15 holding.
Westwind Capital first reported a position in MSCI in Q1 2024 and has held it in 9 quarters since.
Westwind Capital's MSCI position peaked at $13.3M in Q2 2025.
334 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Westwind Capital's 13F filing for Q3 2026, filed 8 Oct 2026.