Cromwell Holdings’s Morgan Stanley MS Stock Holding History

Cromwell Holdings’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	$843K	Hold	4,034	–	–	0.38%	51
2026 Q1	$664K	Hold	4,034	–	–	0.37%	43
2025 Q4	$716K	Hold	4,034	–	–	0.39%	39
2025 Q3	$641K	Hold	4,034	–	–	0.34%	43
2025 Q2	$568K	Hold	4,034	–	–	0.34%	52
2025 Q1	$471K	Hold	4,034	–	–	0.3%	66
2024 Q4	$507K	Hold	4,034	–	–	0.29%	60
2024 Q3	$421K	Hold	4,034	–	–	0.27%	72
2024 Q2	$392K	Buy	+4,034	New	+$384K	0.23%	79

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cromwell Holdings's MS Position: Q2 2026 in Review

Cromwell Holdings held its Morgan Stanley (MS) position steady in Q2 2026 at 4,034 shares worth $843K. The position accounts for 0.38% of the portfolio, ranked #51.

Cromwell Holdings first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Cromwell Holdings held 4,034 shares of Morgan Stanley worth $843K as of Q2 2026.
Cromwell Holdings left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.38% of Cromwell Holdings's portfolio in Q2 2026, its #51 holding.
Cromwell Holdings first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.