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Diversified Enterprises’s Morgan Stanley MS Stock Holding History

Diversified Enterprises’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 		$989K Buy
4,733
+118
+3% +$23.4K 0.05% 165
2026
Q1 		$760K Sell
4,615
-244
-5% -$42.2K 0.04% 184
2025
Q4 		$863K Buy
4,859
+1,622
+50% +$271K 0.05% 148
2025
Q3 		$515K Buy
3,237
+119
+4% +$17.6K 0.03% 163
2025
Q2 		$439K Sell
3,118
-82
-3% -$10.1K 0.03% 177
2025
Q1 		$373K Buy
3,200
+243
+8% +$31.3K 0.03% 192
2024
Q4 		$372K Buy
2,957
+217
+8% +$26.7K 0.04% 157
2024
Q3 		$286K Buy
+2,740
New +$276K 0.03% 184

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Diversified Enterprises's MS Position: Q2 2026 in Review

Diversified Enterprises increased its Morgan Stanley (MS) stake by 2.6% in Q2 2026, buying an estimated $23.4K and bringing the position to 4,733 shares worth $989K. The position accounts for 0.05% of the portfolio, ranked #165.

Diversified Enterprises first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Diversified Enterprises held 4,733 shares of Morgan Stanley worth $989K as of Q2 2026.
  • Diversified Enterprises bought 118 Morgan Stanley shares in Q2 2026, an estimated $23.4K.
  • Morgan Stanley made up 0.05% of Diversified Enterprises's portfolio in Q2 2026, its #165 holding.
  • Diversified Enterprises first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.