CIM
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Contravisory Investment Management’s Morgan Stanley MS Stock Holding History

Contravisory Investment 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 		$783K Buy
3,745
+177
+5% +$35K 0.14% 119
2026
Q1 		$587K Sell
3,568
-74
-2% -$12.8K 0.12% 134
2025
Q4 		$647K Buy
3,642
+3,552
+3,947% +$592K 0.13% 121
2025
Q3 		$14.3K Buy
90
+63
+233% +$9.3K ﹤0.01% 328
2025
Q2 		$3.8K Hold
27
– – ﹤0.01% 351
2025
Q1 		$3.15K Buy
+27
New +$3.48K ﹤0.01% 356
2022
Q2 		– Sell
-53,794
Closed -$4.7M – 359
2022
Q1 		$4.7M Sell
53,794
-423
-0.8% -$40.8K 1.33% 38
2021
Q4 		$5.32M Buy
+54,217
New +$5.4M 1.44% 33
2018
Q3 		– Sell
-288
Closed -$14K – 346
2018
Q2 		$14K Hold
288
– – 0.01% 259
2018
Q1 		$16K Hold
288
– – 0.01% 243
2017
Q4 		$15K Sell
288
-21
-7% -$1.06K 0.01% 249
2017
Q3 		$15K Buy
+309
New +$14.3K 0.01% 250
2014
Q2 		– Sell
-23,840
Closed -$743K – 170
2014
Q1 		$743K Sell
23,840
-820
-3% -$25.3K 0.15% 41
2013
Q4 		$773K Sell
24,660
-370
-1% -$11K 0.15% 40
2013
Q3 		$675K Sell
25,030
-350
-1% -$9.39K 0.14% 41
2013
Q2 		$620K Buy
+25,380
New +$602K 0.14% 42

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Contravisory Investment Management's MS Position: Q2 2026 in Review

Contravisory Investment Management increased its Morgan Stanley (MS) stake by 5% in Q2 2026, buying an estimated $35K and bringing the position to 3,745 shares worth $783K. The position accounts for 0.14% of the portfolio, ranked #119.

Contravisory Investment Management first reported a position in MS in Q2 2013 and has held it in 16 quarters since. The position peaked at $5.32M in Q4 2021. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Contravisory Investment Management held 3,745 shares of Morgan Stanley worth $783K as of Q2 2026.
  • Contravisory Investment Management bought 177 Morgan Stanley shares in Q2 2026, an estimated $35K.
  • Morgan Stanley made up 0.14% of Contravisory Investment Management's portfolio in Q2 2026, its #119 holding.
  • Contravisory Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 16 quarters since.
  • Contravisory Investment Management's Morgan Stanley position peaked at $5.32M in Q4 2021.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.