CP
MS icon

Clarendon Private’s Morgan Stanley MS Stock Holding History

Clarendon Private’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 		$1.56M Buy
7,475
+213
+3% +$42.2K 1% 23
2026
Q1 		$1.2M Sell
7,262
-772
-10% -$134K 0.92% 23
2025
Q4 		$1.43M Sell
8,034
-69
-0.9% -$11.5K 1.21% 19
2025
Q3 		$1.29M Sell
8,103
-468
-5% -$69.1K 1.17% 16
2025
Q2 		$1.21M Buy
8,571
+1,255
+17% +$154K 1.16% 18
2025
Q1 		$854K Buy
7,316
+218
+3% +$28.1K 0.9% 33
2024
Q4 		$892K Buy
+7,098
New +$874K 0.93% 25

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Clarendon Private's MS Position: Q2 2026 in Review

Clarendon Private increased its Morgan Stanley (MS) stake by 2.9% in Q2 2026, buying an estimated $42.2K and bringing the position to 7,475 shares worth $1.56M. The position accounts for 1% of the portfolio, ranked #23.

Clarendon Private first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 674 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Clarendon Private held 7,475 shares of Morgan Stanley worth $1.56M as of Q2 2026.
  • Clarendon Private bought 213 Morgan Stanley shares in Q2 2026, an estimated $42.2K.
  • Morgan Stanley made up 1% of Clarendon Private's portfolio in Q2 2026, its #23 holding.
  • Clarendon Private first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 674 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clarendon Private's 13F filing for Q2 2026, filed 22 Jul 2026.