CCG
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
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

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
BG
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

Chatham Capital Group's MS Position: Q2 2026 in Review

Chatham Capital Group reduced its Morgan Stanley (MS) stake by 0.24% in Q2 2026, selling an estimated $5.74K and leaving 12,212 shares worth $2.55M. The position accounts for 0.33% of the portfolio, ranked #82.

Chatham Capital Group first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chatham Capital Group held 12,212 shares of Morgan Stanley worth $2.55M as of Q2 2026.
  • Chatham Capital Group sold 29 Morgan Stanley shares in Q2 2026, an estimated $5.74K.
  • Morgan Stanley made up 0.33% of Chatham Capital Group's portfolio in Q2 2026, its #82 holding.
  • Chatham Capital Group first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.