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Auour Investments’s Morgan Stanley MS Stock Holding History

Auour Investments’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 		$337K Sell
1,614
-44
-3% -$8.71K 0.1% 77
2026
Q1 		$273K Sell
1,658
-162
-9% -$28K 0.09% 81
2025
Q4 		$323K Hold
1,820
– – 0.1% 70
2025
Q3 		$289K Sell
1,820
-100
-5% -$14.8K 0.09% 69
2025
Q2 		$270K Buy
+1,920
New +$236K 0.09% 62

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

Auour Investments's MS Position: Q2 2026 in Review

Auour Investments reduced its Morgan Stanley (MS) stake by 2.7% in Q2 2026, selling an estimated $8.71K and leaving 1,614 shares worth $337K. The position accounts for 0.1% of the portfolio, ranked #77.

Auour Investments first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 1,262 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Auour Investments held 1,614 shares of Morgan Stanley worth $337K as of Q2 2026.
  • Auour Investments sold 44 Morgan Stanley shares in Q2 2026, an estimated $8.71K.
  • Morgan Stanley made up 0.1% of Auour Investments's portfolio in Q2 2026, its #77 holding.
  • Auour Investments first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 1,262 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Auour Investments's 13F filing for Q2 2026, filed 21 Jul 2026.