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Argus Investors Counsel’s Morgan Stanley MS Stock Holding History

Argus Investors Counsel’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 		$305K Sell
1,460
-690
-32% -$137K 0.24% 84
2026
Q1 		$354K Hold
2,150
– – 0.31% 76
2025
Q4 		$382K Hold
2,150
– – 0.3% 73
2025
Q3 		$342K Sell
2,150
-2,950
-58% -$436K 0.27% 76
2025
Q2 		$718K Hold
5,100
– – 0.51% 53
2025
Q1 		$595K Sell
5,100
-2,000
-28% -$258K 0.45% 66
2024
Q4 		$893K Sell
7,100
-2,300
-24% -$283K 0.6% 56
2024
Q3 		$980K Sell
9,400
-3,780
-29% -$381K 0.64% 59
2024
Q2 		$1.28M Sell
13,180
-2,100
-14% -$200K 0.79% 47
2024
Q1 		$1.44M Sell
15,280
-2,920
-16% -$257K 0.88% 48
2023
Q4 		$1.7M Buy
18,200
+2,100
+13% +$168K 1.09% 34
2023
Q3 		$1.31M Sell
16,100
-520
-3% -$45.1K 0.95% 48
2023
Q2 		$1.42M Buy
16,620
+420
+3% +$35.9K 0.98% 45
2023
Q1 		$1.42M Hold
16,200
– – 1.08% 44
2022
Q4 		$1.38M Buy
16,200
+80
+0.5% +$6.82K 1.11% 47
2022
Q3 		$1.27M Sell
16,120
-5,300
-25% -$447K 1.13% 38
2022
Q2 		$1.63M Hold
21,420
– – 1.2% 37
2022
Q1 		$1.87M Hold
21,420
– – 1.2% 42
2021
Q4 		$2.1M Sell
21,420
-1,100
-5% -$110K 1.27% 34
2021
Q3 		$2.19M Sell
22,520
-27,180
-55% -$2.69M 1.43% 26
2021
Q2 		$4.56M Sell
49,700
-7,000
-12% -$600K 1.85% 13
2021
Q1 		$4.4M Sell
56,700
-12,550
-18% -$962K 1.78% 28
2020
Q4 		$4.75M Sell
69,250
-15,350
-18% -$881K 2.08% 12
2020
Q3 		$4.09M Buy
84,600
+5,000
+6% +$252K 1.69% 32
2020
Q2 		$3.85M Sell
79,600
-140
-0.2% -$5.88K 1.87% 26
2020
Q1 		$2.71M Sell
79,740
-2,900
-4% -$137K 1.61% 38
2019
Q4 		$4.22M Sell
82,640
-2,467
-3% -$117K 1.93% 29
2019
Q3 		$3.63M Hold
85,107
– – 1.76% 37
2019
Q2 		$3.73M Sell
85,107
-1,500
-2% -$66.9K 1.79% 36
2019
Q1 		$3.65M Sell
86,607
-2,659
-3% -$112K 1.75% 38
2018
Q4 		$3.54M Sell
89,266
-2,910
-3% -$127K 1.85% 33
2018
Q3 		$4.29M Buy
92,176
+7,025
+8% +$343K 1.85% 35
2018
Q2 		$4.04M Sell
85,151
-7,257
-8% -$379K 1.84% 35
2018
Q1 		$4.45M Buy
92,408
+2,176
+2% +$120K 2.2% 4
2017
Q4 		$4.73M Sell
90,232
-2,176
-2% -$110K 2.19% 8
2017
Q3 		$4.45M Sell
92,408
-13,200
-12% -$612K 2.2% 4
2017
Q2 		$4.71M Buy
105,608
+2,158
+2% +$93.1K 2.11% 7
2017
Q1 		$4.43M Sell
103,450
-30,500
-23% -$1.35M 2.07% 4
2016
Q4 		$5.66M Sell
133,950
-16,350
-11% -$618K 2.36% 1
2016
Q3 		$4.82M Sell
150,300
-23,000
-13% -$686K 2.03% 12
2016
Q2 		$4.5M Buy
173,300
+21,375
+14% +$559K 1.9% 27
2016
Q1 		$3.8M Buy
151,925
+13,475
+10% +$344K 1.59% 50
2015
Q4 		$4.4M Buy
138,450
+750
+0.5% +$24.9K 1.87% 32
2015
Q3 		$4.34M Sell
137,700
-2,000
-1% -$72.8K 1.89% 33
2015
Q2 		$5.42M Buy
139,700
+1,400
+1% +$53.3K 2.23% 4
2015
Q1 		$4.94M Buy
138,300
+4,775
+4% +$171K 1.98% 32
2014
Q4 		$5.18M Sell
133,525
-9,905
-7% -$352K 2.13% 12
2014
Q3 		$4.96M Sell
143,430
-740
-0.5% -$24.7K 2.08% 21
2014
Q2 		$4.66M Sell
144,170
-22,200
-13% -$684K 1.95% 36
2014
Q1 		$5.19M Sell
166,370
-5,625
-3% -$174K 2.13% 12
2013
Q4 		$5.39M Sell
171,995
-945
-0.5% -$28.1K 2.2% 8
2013
Q3 		$4.66M Sell
172,940
-18,270
-10% -$490K 2.11% 14
2013
Q2 		$4.67M Buy
+191,210
New +$4.53M 2.03% 24

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

Argus Investors Counsel's MS Position: Q2 2026 in Review

Argus Investors Counsel reduced its Morgan Stanley (MS) stake by 32% in Q2 2026, selling an estimated $137K and leaving 1,460 shares worth $305K. The position accounts for 0.24% of the portfolio, ranked #84.

Argus Investors Counsel first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.66M in Q4 2016. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Argus Investors Counsel held 1,460 shares of Morgan Stanley worth $305K as of Q2 2026.
  • Argus Investors Counsel sold 690 Morgan Stanley shares in Q2 2026, an estimated $137K.
  • Morgan Stanley made up 0.24% of Argus Investors Counsel's portfolio in Q2 2026, its #84 holding.
  • Argus Investors Counsel first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Argus Investors Counsel's Morgan Stanley position peaked at $5.66M in Q4 2016.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Argus Investors Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.