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Courier Capital’s Morgan Stanley MS Stock Holding History

Courier Capital’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 		$2.32M Sell
11,102
-217
-2% -$43K 0.12% 155
2026
Q1 		$1.86M Sell
11,319
-567
-5% -$98.2K 0.1% 167
2025
Q4 		$2.11M Sell
11,886
-2,486
-17% -$415K 0.12% 150
2025
Q3 		$2.28M Sell
14,372
-71
-0.5% -$10.5K 0.13% 147
2025
Q2 		$2.03M Hold
14,443
– – 0.12% 149
2025
Q1 		$1.69M Sell
14,443
-220
-2% -$28.3K 0.11% 160
2024
Q4 		$1.84M Buy
14,663
+41
+0.3% +$5.05K 0.13% 138
2024
Q3 		$1.52M Sell
14,622
-550
-4% -$55.4K 0.1% 161
2024
Q2 		$1.47M Sell
15,172
-200
-1% -$19K 0.12% 138
2024
Q1 		$1.45M Sell
15,372
-87
-0.6% -$7.66K 0.1% 162
2023
Q4 		$1.44M Sell
15,459
-66
-0.4% -$5.28K 0.11% 156
2023
Q3 		$1.27M Hold
15,525
– – 0.11% 156
2023
Q2 		$1.33M Sell
15,525
-3,397
-18% -$291K 0.1% 156
2023
Q1 		$1.66M Sell
18,922
-2,475
-12% -$231K 0.18% 96
2022
Q4 		$1.82M Sell
21,397
-75
-0.3% -$6.39K 0.21% 94
2022
Q3 		$1.7M Sell
21,472
-444
-2% -$37.4K 0.21% 98
2022
Q2 		$1.67M Buy
21,916
+476
+2% +$39K 0.2% 101
2022
Q1 		$1.87M Sell
21,440
-650
-3% -$62.7K 0.19% 100
2021
Q4 		$2.17M Sell
22,090
-1,310
-6% -$130K 0.2% 98
2021
Q3 		$2.28M Sell
23,400
-270
-1% -$26.8K 0.22% 95
2021
Q2 		$2.17M Sell
23,670
-89
-0.4% -$7.63K 0.21% 98
2021
Q1 		$1.84M Sell
23,759
-758
-3% -$58.1K 0.19% 100
2020
Q4 		$1.68M Buy
24,517
+1
+0% +$57 0.18% 101
2020
Q3 		$1.27M Hold
24,516
– – 0.15% 106
2020
Q2 		$1.17M Sell
24,516
-900
-4% -$37.8K 0.15% 107
2020
Q1 		$939K Sell
25,416
-946
-4% -$44.6K 0.14% 105
2019
Q4 		$1.37M Sell
26,362
-1,000
-4% -$47.3K 0.16% 103
2019
Q3 		$1.1M Buy
27,362
+1
+0% +$43 0.14% 109
2019
Q2 		$1.2M Sell
27,361
-474
-2% -$21.1K 0.15% 108
2019
Q1 		$1.18M Sell
27,835
-129
-0.5% -$5.43K 0.15% 112
2018
Q4 		$1.11M Sell
27,964
-468
-2% -$20.4K 0.16% 111
2018
Q3 		$1.32M Sell
28,432
-150
-0.5% -$7.33K 0.16% 111
2018
Q2 		$1.35M Buy
28,582
+191
+0.7% +$9.98K 0.17% 109
2018
Q1 		$1.53M Sell
28,391
-163
-0.6% -$9.02K 0.2% 101
2017
Q4 		$1.5M Buy
28,554
+81
+0.3% +$4.1K 0.19% 101
2017
Q3 		$1.37M Sell
28,473
-1,369
-5% -$63.5K 0.19% 99
2017
Q2 		$1.33M Buy
29,842
+458
+2% +$19.7K 0.23% 85
2017
Q1 		$1.26M Buy
29,384
+342
+1% +$15.2K 0.22% 88
2016
Q4 		$1.23M Buy
29,042
+3,821
+15% +$144K 0.23% 87
2016
Q3 		$809K Sell
25,221
-92
-0.4% -$2.74K 0.16% 108
2016
Q2 		$658K Sell
25,313
-28
-0.1% -$732 0.13% 122
2016
Q1 		$634K Buy
25,341
+550
+2% +$14K 0.13% 121
2015
Q4 		$789K Buy
24,791
+900
+4% +$29.9K 0.17% 107
2015
Q3 		$753K Buy
23,891
+200
+0.8% +$7.28K 0.17% 112
2015
Q2 		$919K Buy
23,691
+1,135
+5% +$43.2K 0.19% 108
2015
Q1 		$805K Buy
22,556
+1,950
+9% +$70K 0.16% 119
2014
Q4 		$800K Buy
20,606
+200
+1% +$7.12K 0.16% 118
2014
Q3 		$705K Sell
20,406
-822
-4% -$27.4K 0.14% 128
2014
Q2 		$686K Buy
21,228
+322
+2% +$9.93K 0.14% 136
2014
Q1 		$652K Buy
20,906
+4,160
+25% +$129K 0.13% 140
2013
Q4 		$525K Buy
16,746
+1,605
+11% +$47.7K 0.11% 155
2013
Q3 		$408K Buy
15,141
+734
+5% +$19.7K 0.09% 164
2013
Q2 		$352K Buy
+14,407
New +$342K 0.09% 170

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

Courier Capital's MS Position: Q2 2026 in Review

Courier Capital reduced its Morgan Stanley (MS) stake by 1.9% in Q2 2026, selling an estimated $43K and leaving 11,102 shares worth $2.32M. The position accounts for 0.12% of the portfolio, ranked #155.

Courier Capital first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Courier Capital held 11,102 shares of Morgan Stanley worth $2.32M as of Q2 2026.
  • Courier Capital sold 217 Morgan Stanley shares in Q2 2026, an estimated $43K.
  • Morgan Stanley made up 0.12% of Courier Capital's portfolio in Q2 2026, its #155 holding.
  • Courier Capital first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.