Consolidated Investment Group’s Morgan Stanley MS Stock Holding History

Consolidated Investment 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	$10.7M	Hold	51,040	–	–	0.93%	16
2026 Q1	$8.4M	Buy	51,040 +1,825	+4%	+$316K	0.91%	21
2025 Q4	$8.74M	Hold	49,215	–	–	1.05%	19
2025 Q3	$7.82M	Hold	49,215	–	–	0.96%	24
2025 Q2	$6.93M	Hold	49,215	–	–	0.93%	25
2025 Q1	$5.74M	Sell	49,215 -2,385	-5%	-$307K	0.88%	28
2024 Q4	$6.49M	Hold	51,600	–	–	0.91%	28
2024 Q3	$5.38M	Hold	51,600	–	–	0.8%	34
2024 Q2	$5.01M	Hold	51,600	–	–	0.78%	33
2024 Q1	$4.86M	Hold	51,600	–	–	0.79%	35
2023 Q4	$4.81M	Hold	51,600	–	–	0.85%	31
2023 Q3	$4.21M	Hold	51,600	–	–	0.82%	34
2023 Q2	$4.41M	Hold	51,600	–	–	0.79%	35
2023 Q1	$4.53M	Hold	51,600	–	–	0.89%	30
2022 Q4	$4.39M	Hold	51,600	–	–	0.94%	27
2022 Q3	$4.08M	Hold	51,600	–	–	0.88%	30
2022 Q2	$3.92M	Hold	51,600	–	–	0.75%	39
2022 Q1	$4.51M	Hold	51,600	–	–	0.74%	38
2021 Q4	$5.07M	Hold	51,600	–	–	0.8%	37
2021 Q3	$5.02M	Hold	51,600	–	–	0.79%	37
2021 Q2	$4.73M	Buy	51,600 +12,000	+30%	+$1.03M	0.79%	38
2021 Q1	$3.08M	Hold	39,600	–	–	0.68%	48
2020 Q4	$2.71M	Buy	+39,600	New	+$2.27M	0.71%	49

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

Consolidated Investment Group's MS Position: Q2 2026 in Review

Consolidated Investment Group held its Morgan Stanley (MS) position steady in Q2 2026 at 51,040 shares worth $10.7M. The position accounts for 0.93% of the portfolio, ranked #16.

Consolidated Investment Group first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Consolidated Investment Group held 51,040 shares of Morgan Stanley worth $10.7M as of Q2 2026.
Consolidated Investment Group left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.93% of Consolidated Investment Group's portfolio in Q2 2026, its #16 holding.
Consolidated Investment Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Consolidated Investment Group's 13F filing for Q2 2026, filed 22 Jul 2026.