ARS Investment Partners’s Morgan Stanley MS Stock Holding History

ARS Investment Partners’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	$1.4M	Sell	6,679 -176,978	-96%	-$35M	0.06%	94
2026 Q1	$30.2M	Buy	183,657 +58,088	+46%	+$10.1M	1.57%	23
2025 Q4	$22.3M	Sell	125,569 -506	-0.4%	-$84.4K	1.3%	24
2025 Q3	$20M	Sell	126,075 -4,435	-3%	-$655K	1.32%	25
2025 Q2	$18.4M	Buy	130,510 +128,810	+7,577%	+$15.8M	1.34%	27
2025 Q1	$214K	Hold	1,700	–	–	0.02%	157
2024 Q4	$214K	Buy	+1,700	New	+$209K	0.02%	157

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ARS Investment Partners's MS Position: Q2 2026 in Review

ARS Investment Partners reduced its Morgan Stanley (MS) stake by 96% in Q2 2026, selling an estimated $35M and leaving 6,679 shares worth $1.4M. The position accounts for 0.06% of the portfolio, ranked #94.

ARS Investment Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.2M in Q1 2026. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

ARS Investment Partners held 6,679 shares of Morgan Stanley worth $1.4M as of Q2 2026.
ARS Investment Partners sold 176,978 Morgan Stanley shares in Q2 2026, an estimated $35M.
Morgan Stanley made up 0.06% of ARS Investment Partners's portfolio in Q2 2026, its #94 holding.
ARS Investment Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
ARS Investment Partners's Morgan Stanley position peaked at $30.2M in Q1 2026.
764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.