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Wormser Freres Gestion’s MSCI MSCI Stock Holding History

Wormser Freres Gestion’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 		$7.37M Buy
13,686
+5,705
+71% +$3.26M 4.08% 14
2026
Q2 		$4.78M Buy
7,981
+73
+0.9% +$42.6K 2.7% 17
2026
Q1 		$4.36M Sell
7,908
-218
-3% -$123K 3.15% 16
2025
Q4 		$4.66M Buy
8,126
+158
+2% +$88.6K 2.65% 18
2025
Q3 		$4.55M Buy
7,968
+7,716
+3,062% +$4.36M 2.53% 18
2025
Q2 		$145K Buy
+252
New +$139K 0.09% 34

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Adams Diversified Equity Fund
Adams Diversified Equity Fund Baltimore, Maryland $3.3B AUM 38.12% 1-Year Est. Return

Wormser Freres Gestion's MSCI Position: Q3 2026 in Review

Wormser Freres Gestion increased its MSCI (MSCI) stake by 71% in Q3 2026, buying an estimated $3.26M and bringing the position to 13,686 shares worth $7.37M. The position accounts for 4.08% of the portfolio, ranked #14.

Wormser Freres Gestion first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since. 170 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Wormser Freres Gestion held 13,686 shares of MSCI worth $7.37M as of Q3 2026.
  • Wormser Freres Gestion bought 5,705 MSCI shares in Q3 2026, an estimated $3.26M.
  • MSCI made up 4.08% of Wormser Freres Gestion's portfolio in Q3 2026, its #14 holding.
  • Wormser Freres Gestion first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since.
  • 170 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Wormser Freres Gestion's 13F filing for Q3 2026, filed 21 Oct 2026.