Cache Advisors’s Morgan Stanley MS Stock Holding History

Cache Advisors’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	$2.07M	Buy	9,897 +6,535	+194%	+$1.29M	0.18%	54
2026 Q1	$553K	Hold	3,362	–	–	0.06%	79
2025 Q4	$597K	Buy	+3,362	New	+$561K	0.07%	73

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

Cache Advisors's MS Position: Q2 2026 in Review

Cache Advisors increased its Morgan Stanley (MS) stake by 194% in Q2 2026, buying an estimated $1.29M and bringing the position to 9,897 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #54.

Cache Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cache Advisors held 9,897 shares of Morgan Stanley worth $2.07M as of Q2 2026.
Cache Advisors bought 6,535 Morgan Stanley shares in Q2 2026, an estimated $1.29M.
Morgan Stanley made up 0.18% of Cache Advisors's portfolio in Q2 2026, its #54 holding.
Cache Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cache Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.