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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wormser Freres Gestion's MSCI Position: Q2 2026 in Review

Wormser Freres Gestion increased its MSCI (MSCI) stake by 0.92% in Q2 2026, buying an estimated $42.6K and bringing the position to 7,981 shares worth $4.78M. The position accounts for 2.7% of the portfolio, ranked #17.

Wormser Freres Gestion first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. 186 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Wormser Freres Gestion held 7,981 shares of MSCI worth $4.78M as of Q2 2026.
  • Wormser Freres Gestion bought 73 MSCI shares in Q2 2026, an estimated $42.6K.
  • MSCI made up 2.7% of Wormser Freres Gestion's portfolio in Q2 2026, its #17 holding.
  • Wormser Freres Gestion first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • 186 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Wormser Freres Gestion's 13F filing for Q2 2026, filed 16 Jul 2026.