Chatham Capital Group
MS icon

Chatham Capital Group’s Morgan Stanley MS Stock Holding History

Chatham Capital Group’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
Q3 		$2.19M Sell
11,634
-578
-5% -$123K 0.28% 95
2026
Q2 		$2.55M Sell
12,212
-29
-0.2% -$5.74K 0.33% 82
2026
Q1 		$2.01M Sell
12,241
-100
-0.8% -$17.3K 0.29% 85
2025
Q4 		$2.19M Sell
12,341
-215
-2% -$35.9K 0.31% 86
2025
Q3 		$2M Sell
12,556
-1,245
-9% -$184K 0.29% 94
2025
Q2 		$1.94M Sell
13,801
-4,025
-23% -$494K 0.3% 92
2025
Q1 		$2.08M Sell
17,826
-2,045
-10% -$264K 0.35% 86
2024
Q4 		$2.5M Buy
19,871
+655
+3% +$80.7K 0.41% 76
2024
Q3 		$2M Sell
19,216
-50
-0.3% -$5.04K 0.33% 88
2024
Q2 		$1.87M Buy
19,266
+3,810
+25% +$363K 0.33% 89
2024
Q1 		$1.46M Buy
15,456
+1,975
+15% +$174K 0.27% 98
2023
Q4 		$1.26M Buy
13,481
+1,560
+13% +$125K 0.25% 103
2023
Q3 		$974K Buy
11,921
+7,120
+148% +$618K 0.22% 116
2023
Q2 		$410K Buy
4,801
+2,010
+72% +$172K 0.09% 150
2023
Q1 		$245K Buy
+2,791
New +$260K 0.05% 176

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Chatham Capital Group's MS Position: Q3 2026 in Review

Chatham Capital Group reduced its Morgan Stanley (MS) stake by 4.7% in Q3 2026, selling an estimated $123K and leaving 11,634 shares worth $2.19M. The position accounts for 0.28% of the portfolio, ranked #95.

Chatham Capital Group first reported a position in MS in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.55M in Q2 2026. 1,002 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Chatham Capital Group held 11,634 shares of Morgan Stanley worth $2.19M as of Q3 2026.
  • Chatham Capital Group sold 578 Morgan Stanley shares in Q3 2026, an estimated $123K.
  • Morgan Stanley made up 0.28% of Chatham Capital Group's portfolio in Q3 2026, its #95 holding.
  • Chatham Capital Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 15 quarters since.
  • Chatham Capital Group's Morgan Stanley position peaked at $2.55M in Q2 2026.
  • 1,002 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Chatham Capital Group's 13F filing for Q3 2026, filed 16 Oct 2026.