Cary Street Partners’s Morgan Stanley MS Stock Holding History

Cary Street 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	$7.68M	Buy	36,745 +1,752	+5%	+$347K	0.17%	139
2026 Q1	$5.76M	Sell	34,993 -2,515	-7%	-$435K	0.14%	155
2025 Q4	$6.66M	Sell	37,508 -1,072	-3%	-$179K	0.16%	139
2025 Q3	$6.13M	Sell	38,580 -1,615	-4%	-$238K	0.16%	146
2025 Q2	$5.66M	Buy	40,195 +15,142	+60%	+$1.86M	0.16%	149
2025 Q1	$2.92M	Sell	25,053 -776	-3%	-$100K	0.09%	223
2024 Q4	$3.25M	Buy	+25,829	New	+$3.18M	0.11%	188

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

Cary Street Partners's MS Position: Q2 2026 in Review

Cary Street Partners increased its Morgan Stanley (MS) stake by 5% in Q2 2026, buying an estimated $347K and bringing the position to 36,745 shares worth $7.68M. The position accounts for 0.17% of the portfolio, ranked #139.

Cary Street Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 906 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cary Street Partners held 36,745 shares of Morgan Stanley worth $7.68M as of Q2 2026.
Cary Street Partners bought 1,752 Morgan Stanley shares in Q2 2026, an estimated $347K.
Morgan Stanley made up 0.17% of Cary Street Partners's portfolio in Q2 2026, its #139 holding.
Cary Street Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
906 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.