Arcataur Capital Management’s Morgan Stanley MS Stock Holding History

Arcataur Capital 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	$960K	Hold	4,594	–	–	0.24%	44
2026 Q1	$756K	Buy	4,594 +60	+1%	+$10.4K	0.21%	50
2025 Q4	$805K	Sell	4,534 -15	-0.3%	-$2.5K	0.23%	45
2025 Q3	$723K	Sell	4,549 -100	-2%	-$14.8K	0.21%	48
2025 Q2	$655K	Buy	4,649 +22	+0.5%	+$2.7K	0.2%	47
2025 Q1	$540K	Sell	4,627 -380	-8%	-$49K	0.18%	55
2024 Q4	$629K	Hold	5,007	–	–	0.21%	45
2024 Q3	$522K	Sell	5,007 -5	-0.1%	-$504	0.18%	59
2024 Q2	$487K	Sell	5,012 -35	-0.7%	-$3.33K	0.17%	56
2024 Q1	$475K	Hold	5,047	–	–	0.17%	58
2023 Q4	$471K	Sell	5,047 -20	-0.4%	-$1.6K	0.18%	53
2023 Q3	$414K	Hold	5,067	–	–	0.17%	56
2023 Q2	$433K	Buy	+5,067	New	+$433K	0.18%	55

Other funds holding MS

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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 Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Arcataur Capital Management's MS Position: Q2 2026 in Review

Arcataur Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 4,594 shares worth $960K. The position accounts for 0.24% of the portfolio, ranked #44.

Arcataur Capital Management first reported a position in MS in Q2 2023 and has held it in 13 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Arcataur Capital Management held 4,594 shares of Morgan Stanley worth $960K as of Q2 2026.
Arcataur Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.24% of Arcataur Capital Management's portfolio in Q2 2026, its #44 holding.
Arcataur Capital Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Arcataur Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.