Cacti Asset Management’s Morgan Stanley MS Stock Holding History

Cacti Asset Management’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	$3.55M	Sell	17,000 -1,500	-8%	-$297K	0.18%	36
2026 Q1	$3.04M	Sell	18,500 -500	-3%	-$86.6K	0.18%	36
2025 Q4	$3.42M	Hold	19,000	–	–	0.21%	33
2025 Q3	$3.04M	Sell	19,000 -1,000	-5%	-$148K	0.2%	35
2025 Q2	$2.81M	Sell	20,000 -1,500	-7%	-$184K	0.2%	37
2025 Q1	$2.48M	Hold	21,500	–	–	0.19%	39
2024 Q4	$2.7M	Sell	21,500 -500	-2%	-$61.6K	0.2%	33
2024 Q3	$2.26M	Hold	22,000	–	–	0.17%	39
2024 Q2	$2.11M	Hold	22,000	–	–	0.17%	39
2024 Q1	$2.18M	Hold	22,000	–	–	0.17%	39
2023 Q4	$2.06M	Hold	22,000	–	–	0.17%	36
2023 Q3	$1.79M	Hold	22,000	–	–	0.17%	39
2023 Q2	$1.88M	Hold	22,000	–	–	0.17%	40
2023 Q1	$1.93M	Hold	22,000	–	–	0.17%	40
2022 Q4	$1.87M	Hold	22,000	–	–	0.17%	40
2022 Q3	$1.74M	Hold	22,000	–	–	0.17%	40
2022 Q2	$1.67M	Hold	22,000	–	–	0.16%	43
2022 Q1	$1.95M	Hold	22,000	–	–	0.15%	42
2021 Q4	$2.16M	Hold	22,000	–	–	0.17%	43
2021 Q3	$2.14M	Hold	22,000	–	–	0.18%	39
2021 Q2	$1.95M	Hold	22,000	–	–	0.16%	41
2021 Q1	$1.71M	Hold	22,000	–	–	0.15%	42
2020 Q4	$1.49M	Hold	22,000	–	–	0.15%	42
2020 Q3	$1.06M	Hold	22,000	–	–	0.12%	43
2020 Q2	$1.03M	Hold	22,000	–	–	0.12%	43
2020 Q1	$766K	Hold	22,000	–	–	0.09%	43
2019 Q4	$1.12M	Hold	22,000	–	–	0.08%	43
2019 Q3	$961K	Hold	22,000	–	–	0.07%	46
2019 Q2	$957K	Hold	22,000	–	–	0.07%	49
2019 Q1	$928K	Hold	22,000	–	–	0.07%	49
2018 Q4	$872K	Hold	22,000	–	–	0.08%	48
2018 Q3	$1.05M	Hold	22,000	–	–	0.08%	47
2018 Q2	$1.06M	Hold	22,000	–	–	0.09%	45
2018 Q1	$1.16M	Hold	22,000	–	–	0.1%	44
2017 Q4	$1.15M	Hold	22,000	–	–	0.09%	47
2017 Q3	$1.06M	Hold	22,000	–	–	0.09%	47
2017 Q2	$985K	Hold	22,000	–	–	0.09%	48
2017 Q1	$955K	Hold	22,000	–	–	0.08%	48
2016 Q4	$930K	Hold	22,000	–	–	0.09%	47
2016 Q3	$705K	Sell	22,000 -5,000	-19%	-$149K	0.07%	51
2016 Q2	$701K	Hold	27,000	–	–	0.08%	51
2016 Q1	$677K	Hold	27,000	–	–	0.07%	51
2015 Q4	$859K	Hold	27,000	–	–	0.09%	48
2015 Q3	$851K	Hold	27,000	–	–	0.1%	48
2015 Q2	$1.05M	Hold	27,000	–	–	0.11%	46
2015 Q1	$964K	Hold	27,000	–	–	0.1%	46
2014 Q4	$1.05M	Sell	27,000 -1,000	-4%	-$35.6K	0.12%	46
2014 Q3	$968K	Hold	28,000	–	–	0.12%	47
2014 Q2	$883K	Hold	28,000	–	–	0.11%	48
2014 Q1	$873K	Hold	28,000	–	–	0.12%	47
2013 Q4	$878K	Sell	28,000 -1,000	-3%	-$29.7K	0.13%	47
2013 Q3	$782K	Sell	29,000 -6,000	-17%	-$161K	0.13%	46
2013 Q2	$855K	Buy	+35,000	New	+$830K	0.16%	44

Other funds holding MS

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

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cacti Asset Management's MS Position: Q2 2026 in Review

Cacti Asset Management reduced its Morgan Stanley (MS) stake by 8.1% in Q2 2026, selling an estimated $297K and leaving 17,000 shares worth $3.55M. The position accounts for 0.18% of the portfolio, ranked #36.

Cacti Asset Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cacti Asset Management held 17,000 shares of Morgan Stanley worth $3.55M as of Q2 2026.
Cacti Asset Management sold 1,500 Morgan Stanley shares in Q2 2026, an estimated $297K.
Morgan Stanley made up 0.18% of Cacti Asset Management's portfolio in Q2 2026, its #36 holding.
Cacti Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cacti Asset Management's 13F filing for Q2 2026, filed 1 Jul 2026.