DB Fitzpatrick & Co, Inc MSCI β€” MSCI Inc.

Ownership history in DB Fitzpatrick & Co, Inc  Β·  3 quarters on record

AI Ownership Summary

DB Fitzpatrick & Co, Inc reported MSCI Inc. (MSCI) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.26% in 2025 Q4. The latest visible filing shows MSCI at 1.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MSCI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DB Fitzpatrick & Co, Inc's position in MSCI Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MSCI was reported at 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DB Fitzpatrick & Co, Inc held MSCI β€” position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 2,527 +62 +2.5% 1.17% $1.4M 2026-04-27 $591.02
2025 Q4 ADDED β€” β€” β€” 2,465 +864 +54.0% 1.26% $1.4M 2026-01-15 $594.97
2025 Q3 INITIATED β€” β€” β€” 1,601 β€” β€” 0.82% $908K 2025-10-14 $549.68

FAQ About DB Fitzpatrick & Co, Inc and MSCI

These are the practical questions this page is built to answer before you even open the full history table.

How long has DB Fitzpatrick & Co, Inc reported owning MSCI?

DB Fitzpatrick & Co, Inc reported MSCI across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported MSCI position in DB Fitzpatrick & Co, Inc's portfolio?

The largest reported portfolio weight for MSCI was 1.26% in 2025 Q4.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2026 Q1, when DB Fitzpatrick & Co, Inc reported 2,527 shares, equal to 1.17% of portfolio, with an estimated market value of $1.4M.

What does the chart on this MSCI ownership page compare?

The chart compares DB Fitzpatrick & Co, Inc's quarterly MSCI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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