Aspect Partners’s Morgan Stanley MS Stock Holding History

Aspect 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	$28.8K	Hold	138	–	–	0.01%	172
2026 Q1	$22.7K	Sell	138 -19	-12%	-$3.29K	0.01%	177
2025 Q4	$27.9K	Sell	157 -83	-35%	-$13.8K	0.01%	174
2025 Q3	$38.2K	Sell	240 -51	-18%	-$7.53K	0.02%	171
2025 Q2	$41K	Buy	291 +112	+63%	+$13.8K	0.02%	163
2025 Q1	$20.9K	Buy	179 +2	+1%	+$258	0.01%	186
2024 Q4	$22.3K	Hold	177	–	–	0.01%	187
2024 Q3	$18.4K	Hold	177	–	–	0.01%	200
2024 Q2	$17.2K	Hold	177	–	–	0.01%	204
2024 Q1	$16.7K	Hold	177	–	–	0.01%	203
2023 Q4	$16.5K	Buy	+177	New	+$14.2K	0.01%	195

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Aspect Partners's MS Position: Q2 2026 in Review

Aspect Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 138 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #172.

Aspect Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $41K in Q2 2025. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Aspect Partners held 138 shares of Morgan Stanley worth $28.8K as of Q2 2026.
Aspect Partners left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.01% of Aspect Partners's portfolio in Q2 2026, its #172 holding.
Aspect Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Morgan Stanley position peaked at $41K in Q2 2025.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.