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Cookson Peirce & Co’s Morgan Stanley MS Stock Holding History

Cookson Peirce & Co’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 		$3.42M Sell
16,346
-1,598
-9% -$316K 0.11% 92
2026
Q1 		$2.95M Buy
17,944
+794
+5% +$137K 0.13% 88
2025
Q4 		$3.04M Buy
17,150
+1,214
+8% +$202K 0.13% 99
2025
Q3 		$2.53M Sell
15,936
-317
-2% -$46.8K 0.1% 95
2025
Q2 		$2.29M Buy
16,253
+980
+6% +$120K 0.1% 95
2025
Q1 		$1.78M Buy
15,273
+7,554
+98% +$973K 0.09% 101
2024
Q4 		$970K Buy
7,719
+926
+14% +$114K 0.04% 130
2024
Q3 		$708K Sell
6,793
-524
-7% -$52.8K 0.03% 137
2024
Q2 		$711K Sell
7,317
-1,841
-20% -$175K 0.03% 130
2024
Q1 		$862K Buy
9,158
+321
+4% +$28.3K 0.05% 118
2023
Q4 		$824K Buy
8,837
+574
+7% +$45.9K 0.05% 112
2023
Q3 		$675K Buy
8,263
+517
+7% +$44.9K 0.04% 124
2023
Q2 		$662K Sell
7,746
-529
-6% -$45.2K 0.04% 124
2023
Q1 		$727K Buy
8,275
+3,352
+68% +$313K 0.05% 122
2022
Q4 		$419K Sell
4,923
-1,319
-21% -$112K 0.03% 150
2022
Q3 		$493K Buy
6,242
+3,576
+134% +$301K 0.03% 132
2022
Q2 		$203K Sell
2,666
-684,959
-100% -$56.1M 0.01% 178
2022
Q1 		$60.1M Buy
687,625
+2,180
+0.3% +$210K 3.51% 4
2021
Q4 		$67.3M Sell
685,445
-9,045
-1% -$901K 3.75% 3
2021
Q3 		$67.6M Buy
694,490
+5,307
+0.8% +$526K 4.12% 1
2021
Q2 		$63.2M Buy
689,183
+13,646
+2% +$1.17M 3.93% 1
2021
Q1 		$52.5M Buy
+675,537
New +$51.8M 3.44% 5
2018
Q2 		– Sell
-146,950
Closed -$7.93M – 154
2018
Q1 		$7.93M Sell
146,950
-201,804
-58% -$11.2M 0.72% 48
2017
Q4 		$18.3M Sell
348,754
-3,710
-1% -$188K 1.71% 21
2017
Q3 		$17M Sell
352,464
-1,070
-0.3% -$49.6K 1.76% 19
2017
Q2 		$15.8M Sell
353,534
-12,346
-3% -$532K 1.78% 23
2017
Q1 		$15.7M Buy
365,880
+202,550
+124% +$8.99M 1.9% 19
2016
Q4 		$6.9M Buy
+163,330
New +$6.18M 0.95% 39

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

Cookson Peirce & Co's MS Position: Q2 2026 in Review

Cookson Peirce & Co reduced its Morgan Stanley (MS) stake by 8.9% in Q2 2026, selling an estimated $316K and leaving 16,346 shares worth $3.42M. The position accounts for 0.11% of the portfolio, ranked #92.

Cookson Peirce & Co first reported a position in MS in Q4 2016 and has held it in 28 quarters since. The position peaked at $67.6M in Q3 2021. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cookson Peirce & Co held 16,346 shares of Morgan Stanley worth $3.42M as of Q2 2026.
  • Cookson Peirce & Co sold 1,598 Morgan Stanley shares in Q2 2026, an estimated $316K.
  • Morgan Stanley made up 0.11% of Cookson Peirce & Co's portfolio in Q2 2026, its #92 holding.
  • Cookson Peirce & Co first reported a position in Morgan Stanley in Q4 2016 and has held it in 28 quarters since.
  • Cookson Peirce & Co's Morgan Stanley position peaked at $67.6M in Q3 2021.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.