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1834 Investment Advisors’s Morgan Stanley MS Stock Holding History

1834 Investment Advisors’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$334K Hold
1,598
– – 0.04% 196
2026
Q1 		$263K Hold
1,598
– – 0.03% 196
2025
Q4 		$284K Sell
1,598
-505
-24% -$84.2K 0.04% 192
2025
Q3 		$334K Sell
2,103
-192
-8% -$28.4K 0.04% 186
2025
Q2 		$323K Hold
2,295
– – 0.04% 186
2025
Q1 		$268K Sell
2,295
-1,829
-44% -$236K 0.03% 193
2024
Q4 		$518K Sell
4,124
-693
-14% -$85.3K 0.07% 157
2024
Q3 		$502K Sell
4,817
-2,729
-36% -$275K 0.06% 162
2024
Q2 		$733K Sell
7,546
-3,618
-32% -$344K 0.09% 140
2024
Q1 		$1.05M Sell
11,164
-17,121
-61% -$1.51M 0.12% 110
2023
Q4 		$2.64M Sell
28,285
-25,428
-47% -$2.03M 0.32% 71
2023
Q3 		$4.39M Sell
53,713
-10,289
-16% -$893K 0.55% 52
2023
Q2 		$5.47M Sell
64,002
-4,917
-7% -$421K 0.65% 45
2023
Q1 		$6.05M Sell
68,919
-2,549
-4% -$238K 0.72% 41
2022
Q4 		$6.08M Sell
71,468
-928
-1% -$79.1K 0.87% 36
2022
Q3 		$5.72M Sell
72,396
-462
-0.6% -$38.9K 0.86% 43
2022
Q2 		$5.54M Buy
72,858
+11,274
+18% +$923K 0.78% 43
2022
Q1 		$5.38M Buy
61,584
+1,582
+3% +$153K 0.66% 47
2021
Q4 		$5.89M Buy
60,002
+4,479
+8% +$446K 0.67% 51
2021
Q3 		$5.4M Sell
55,523
-114
-0.2% -$11.3K 0.66% 51
2021
Q2 		$5.1M Buy
55,637
+1,429
+3% +$123K 0.62% 55
2021
Q1 		$4.21M Sell
54,208
-2,543
-4% -$195K 0.54% 56
2020
Q4 		$3.89M Buy
56,751
+2,350
+4% +$135K 0.52% 57
2020
Q3 		$2.63M Sell
54,401
-87
-0.2% -$4.38K 0.38% 63
2020
Q2 		$2.63M Buy
54,488
+5,579
+11% +$234K 0.42% 58
2020
Q1 		$1.66M Buy
48,909
+47,405
+3,152% +$2.23M 0.32% 73
2019
Q4 		$77K Hold
1,504
– – 0.01% 251
2019
Q3 		$64K Hold
1,504
– – 0.01% 259
2019
Q2 		$66K Sell
1,504
-79
-5% -$3.52K 0.01% 259
2019
Q1 		$67K Hold
1,583
– – 0.01% 250
2018
Q4 		$63K Sell
1,583
-83
-5% -$3.62K 0.01% 249
2018
Q3 		$78K Sell
1,666
-79,527
-98% -$3.88M 0.01% 249
2018
Q2 		$3.85M Sell
81,193
-78,861
-49% -$4.12M 0.6% 58
2018
Q1 		$8.64M Sell
160,054
-7,828
-5% -$433K 1.48% 19
2017
Q4 		$8.81M Buy
167,882
+5,709
+4% +$289K 1.39% 22
2017
Q3 		$7.81M Sell
162,173
-5,401
-3% -$250K 1.46% 23
2017
Q2 		$7.47M Buy
167,574
+14,915
+10% +$643K 1.41% 21
2017
Q1 		$6.54M Sell
152,659
-17,615
-10% -$782K 1.26% 29
2016
Q4 		$7.19M Buy
170,274
+12,794
+8% +$484K 1.45% 23
2016
Q3 		$5.05M Buy
+157,480
New +$4.7M 1.1% 35

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

1834 Investment Advisors's MS Position: Q2 2026 in Review

1834 Investment Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 1,598 shares worth $334K. The position accounts for 0.04% of the portfolio, ranked #196.

1834 Investment Advisors first reported a position in MS in Q3 2016 and has held it in 40 quarters since. The position peaked at $8.81M in Q4 2017. 1,262 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • 1834 Investment Advisors held 1,598 shares of Morgan Stanley worth $334K as of Q2 2026.
  • 1834 Investment Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.04% of 1834 Investment Advisors's portfolio in Q2 2026, its #196 holding.
  • 1834 Investment Advisors first reported a position in Morgan Stanley in Q3 2016 and has held it in 40 quarters since.
  • 1834 Investment Advisors's Morgan Stanley position peaked at $8.81M in Q4 2017.
  • 1,262 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.