FourThought Financial Partners, LLC MSCI MSCI INC COM

Ownership history in FourThought Financial Partners, LLC  ·  10 quarters on record

AI Ownership Summary

FourThought Financial Partners, LLC reported MSCI INC COM (MSCI) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows MSCI at 0.71% 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 FourThought Financial Partners, LLC's position in MSCI INC COM, 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 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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 FourThought Financial Partners, LLC held MSCI — position size vs. price
% of Fund (quarterly)    MSCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 15,204 +3,530 +30.2% 0.71% $8.2M 2026-05-07 $586.25
2025 Q4 ADDED 11,674 +1,862 +19.0% 0.57% $6.7M 2026-02-06 $553.59
2025 Q3 ADDED 9,812 +621 +6.8% 0.49% $5.6M 2025-11-13 $567.25
2025 Q2 ADDED 9,191 +637 +7.4% 0.52% $5.3M 2025-08-12 $542.58
2025 Q1 ADDED 8,554 +410 +5.0% 0.51% $4.8M 2025-05-07 $543.35
2024 Q4 ADDED 8,144 +2,218 +37.4% 0.51% $4.9M 2025-02-04 $572.81
2024 Q3 ADDED 5,926 +415 +7.5% 0.41% $3.5M 2024-11-13 $596.77
2024 Q2 ADDED 5,511 +897 +19.4% 0.34% $2.7M 2024-08-13 $532.62
2024 Q1 ADDED 4,614 +792 +20.7% 0.30% $2.6M 2024-05-14 $474.20
2023 Q4 INITIATED 3,822 0.27% $2.2M 2024-02-06 $563.84

FAQ About FourThought Financial Partners, LLC and MSCI

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

How long has FourThought Financial Partners, LLC reported owning MSCI?

FourThought Financial Partners, LLC reported MSCI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MSCI position in FourThought Financial Partners, LLC's portfolio?

The largest reported portfolio weight for MSCI was 0.71% in 2026 Q1.

What is the latest reported MSCI position on this page?

The most recent filing on this page is 2026 Q1, when FourThought Financial Partners, LLC reported 15,204 shares, equal to 0.71% of portfolio, with an estimated market value of $8.2M.

What does the chart on this MSCI ownership page compare?

The chart compares FourThought Financial Partners, LLC'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.

How well did FourThought Financial Partners, LLC time their MSCI position?

Based on 13F filing dates vs. subsequent MSCI price moves, FourThought Financial Partners, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on MSCI relative to SPY over the holding period was -3.4%.

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