Colonial River Investments’s Morgan Stanley MS Stock Holding History

Colonial River Investments’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	$316K	Buy	1,514 +3	+0.2%	+$594	0.09%	194
2026 Q1	$249K	Buy	1,511 +54	+4%	+$9.35K	0.09%	203
2025 Q4	$259K	Buy	+1,457	New	+$243K	0.09%	202
2025 Q1	–	Sell	-1,793	Closed	-$225K	–	242
2024 Q4	$225K	Sell	1,793 -402	-18%	-$49.5K	0.11%	183
2024 Q3	$229K	Sell	2,195 -1,924	-47%	-$194K	0.11%	191
2024 Q2	$400K	Sell	4,119 -998	-20%	-$95K	0.22%	96
2024 Q1	$482K	Buy	5,117 +839	+20%	+$73.9K	0.27%	85
2023 Q4	$399K	Sell	4,278 -709	-14%	-$56.7K	0.24%	121
2023 Q3	$407K	Buy	+4,987	New	+$433K	0.27%	99
2022 Q2	–	Sell	-2,413	Closed	-$211K	–	216
2022 Q1	$211K	Buy	+2,413	New	+$233K	0.12%	195

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

Colonial River Investments's MS Position: Q2 2026 in Review

Colonial River Investments increased its Morgan Stanley (MS) stake by 0.2% in Q2 2026, buying an estimated $594 and bringing the position to 1,514 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #194.

Colonial River Investments first reported a position in MS in Q1 2022 and has held it in 10 quarters since. The position peaked at $482K in Q1 2024. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Colonial River Investments held 1,514 shares of Morgan Stanley worth $316K as of Q2 2026.
Colonial River Investments bought 3 Morgan Stanley shares in Q2 2026, an estimated $594.
Morgan Stanley made up 0.09% of Colonial River Investments's portfolio in Q2 2026, its #194 holding.
Colonial River Investments first reported a position in Morgan Stanley in Q1 2022 and has held it in 10 quarters since.
Colonial River Investments's Morgan Stanley position peaked at $482K in Q1 2024.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.