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Cidel Asset Management’s Morgan Stanley MS Stock Holding History

Cidel 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 		$1.49M Sell
7,124
-165
-2% -$32.7K 0.07% 138
2026
Q1 		$1.2M Buy
7,289
+1,008
+16% +$175K 0.07% 138
2025
Q4 		$1.12M Sell
6,281
-203
-3% -$33.9K 0.08% 121
2025
Q3 		$1.03M Sell
6,484
-477
-7% -$70.4K 0.06% 125
2025
Q2 		$981K Sell
6,961
-276
-4% -$33.9K 0.06% 126
2025
Q1 		$844K Sell
7,237
-591
-8% -$76.2K 0.06% 134
2024
Q4 		$984K Sell
7,828
-327
-4% -$40.3K 0.07% 115
2024
Q3 		$850K Buy
8,155
+125
+2% +$12.6K 0.06% 133
2024
Q2 		$780K Buy
8,030
+170
+2% +$16.2K 0.06% 130
2024
Q1 		$740K Buy
7,860
+603
+8% +$53.1K 0.06% 143
2023
Q4 		$677K Buy
+7,257
New +$581K 0.03% 154

Other funds holding MS

Robeco Institutional Asset Management
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Cidel Asset Management reduced its Morgan Stanley (MS) stake by 2.3% in Q2 2026, selling an estimated $32.7K and leaving 7,124 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #138.

Cidel Asset Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cidel Asset Management held 7,124 shares of Morgan Stanley worth $1.49M as of Q2 2026.
  • Cidel Asset Management sold 165 Morgan Stanley shares in Q2 2026, an estimated $32.7K.
  • Morgan Stanley made up 0.07% of Cidel Asset Management's portfolio in Q2 2026, its #138 holding.
  • Cidel Asset Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.