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Acropolis Investment Management’s Morgan Stanley MS Stock Holding History

Acropolis Investment Management’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 		$3.71M Sell
17,770
-669
-4% -$132K 0.15% 61
2026
Q1 		$3.03M Sell
18,439
-813
-4% -$141K 0.13% 60
2025
Q4 		$3.42M Sell
19,252
-1,404
-7% -$234K 0.15% 60
2025
Q3 		$2.91M Buy
20,656
+2,096
+11% +$309K 0.15% 60
2025
Q2 		$2.61M Buy
18,560
+8
+0% +$983 0.14% 58
2025
Q1 		$2.16M Sell
18,552
-83
-0.4% -$10.7K 0.13% 65
2024
Q4 		$2.34M Sell
18,635
-100
-0.5% -$12.3K 0.14% 62
2024
Q3 		$1.95M Sell
18,735
-133
-0.7% -$13.4K 0.12% 70
2024
Q2 		$1.83M Buy
18,868
+453
+2% +$43.1K 0.12% 66
2024
Q1 		$1.73M Buy
18,415
+305
+2% +$26.9K 0.11% 72
2023
Q4 		$1.7M Sell
18,110
-378
-2% -$30.2K 0.12% 68
2023
Q3 		$1.51M Buy
18,488
+64
+0.3% +$5.56K 0.12% 70
2023
Q2 		$1.57M Sell
18,424
-87
-0.5% -$7.44K 0.12% 70
2023
Q1 		$1.63M Buy
18,511
+318
+2% +$29.7K 0.13% 70
2022
Q4 		$1.55M Buy
18,193
+9
+0% +$767 0.14% 61
2022
Q3 		$1.44M Buy
18,184
+238
+1% +$20.1K 0.15% 62
2022
Q2 		$1.36M Sell
17,946
-59
-0.3% -$4.83K 0.13% 64
2022
Q1 		$1.57M Buy
18,005
+6
+0% +$579 0.14% 62
2021
Q4 		$1.77M Buy
17,999
+695
+4% +$69.2K 0.16% 58
2021
Q3 		$1.67M Buy
17,304
+898
+5% +$89K 0.2% 57
2021
Q2 		$1.5M Sell
16,406
-288
-2% -$24.7K 0.15% 61
2021
Q1 		$1.3M Buy
16,694
+2,278
+16% +$175K 0.13% 68
2020
Q4 		$988K Buy
14,416
+2,460
+21% +$141K 0.11% 76
2020
Q3 		$578K Buy
11,956
+1,593
+15% +$80.3K 0.07% 96
2020
Q2 		$501K Buy
10,363
+4,804
+86% +$202K 0.07% 99
2020
Q1 		$189K Buy
+5,559
New +$262K 0.03% 140

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Acropolis Investment Management's MS Position: Q2 2026 in Review

Acropolis Investment Management reduced its Morgan Stanley (MS) stake by 3.6% in Q2 2026, selling an estimated $132K and leaving 17,770 shares worth $3.71M. The position accounts for 0.15% of the portfolio, ranked #61.

Acropolis Investment Management first reported a position in MS in Q1 2020 and has held it in 26 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Acropolis Investment Management held 17,770 shares of Morgan Stanley worth $3.71M as of Q2 2026.
  • Acropolis Investment Management sold 669 Morgan Stanley shares in Q2 2026, an estimated $132K.
  • Morgan Stanley made up 0.15% of Acropolis Investment Management's portfolio in Q2 2026, its #61 holding.
  • Acropolis Investment Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.