AHL
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Abel Hall LLC’s Morgan Stanley MS Stock Holding History

Abel Hall LLC’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 		$821K Buy
3,926
+389
+11% +$77K 0.14% 106
2026
Q1 		$582K Sell
3,537
-2,149
-38% -$372K 0.12% 150
2025
Q4 		$1.01M Buy
5,686
+3,735
+191% +$623K 0.24% 60
2025
Q3 		$310K Sell
1,951
-41
-2% -$6.05K 0.13% 170
2025
Q2 		$281K Buy
1,992
+179
+10% +$22K 0.13% 175
2025
Q1 		$212K Buy
+1,813
New +$234K 0.13% 157

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Abel Hall LLC's MS Position: Q2 2026 in Review

Abel Hall LLC increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $77K and bringing the position to 3,926 shares worth $821K. The position accounts for 0.14% of the portfolio, ranked #106.

Abel Hall LLC first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Abel Hall LLC held 3,926 shares of Morgan Stanley worth $821K as of Q2 2026.
  • Abel Hall LLC bought 389 Morgan Stanley shares in Q2 2026, an estimated $77K.
  • Morgan Stanley made up 0.14% of Abel Hall LLC's portfolio in Q2 2026, its #106 holding.
  • Abel Hall LLC first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • Abel Hall LLC's Morgan Stanley position peaked at $1.01M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.