DT Investment Partners’s Morgan Stanley MS Stock Holding History

DT Investment Partners’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	$977K	Hold	4,672	–	–	0.07%	82
2026 Q1	$769K	Hold	4,672	–	–	0.06%	85
2025 Q4	$829K	Hold	4,672	–	–	0.07%	91
2025 Q3	$743K	Hold	4,672	–	–	0.06%	92
2025 Q2	$658K	Hold	4,672	–	–	0.06%	100
2025 Q1	$545K	Hold	4,672	–	–	0.05%	106
2024 Q4	$587K	Hold	4,672	–	–	0.05%	107
2024 Q3	$487K	Buy	4,672 +136	+3%	+$13.7K	0.04%	110
2024 Q2	$441K	Hold	4,536	–	–	0.04%	108
2024 Q1	$427K	Hold	4,536	–	–	0.04%	101
2023 Q4	$397K	Hold	4,536	–	–	0.04%	105
2023 Q3	$370K	Hold	4,536	–	–	0.04%	100
2023 Q2	$413K	Hold	4,536	–	–	0.05%	106
2023 Q1	$399K	Hold	4,536	–	–	0.05%	108
2022 Q4	$386K	Sell	4,536 -255	-5%	-$21.7K	0.05%	107
2022 Q3	$379K	Sell	4,791 -1,540	-24%	-$130K	0.06%	99
2022 Q2	$482K	Buy	6,331 +255	+4%	+$20.9K	0.07%	107
2022 Q1	$531K	Buy	6,076 +2,584	+74%	+$249K	0.07%	111
2021 Q4	$343K	Sell	3,492 -2,176	-38%	-$217K	0.04%	112
2021 Q3	$552K	Buy	5,668 +2,672	+89%	+$265K	0.07%	103
2021 Q2	$275K	Hold	2,996	–	–	0.04%	110
2021 Q1	$233K	Sell	2,996 -280	-9%	-$21.5K	0.03%	119
2020 Q4	$225K	Buy	+3,276	New	+$188K	0.04%	109

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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) Albany, New York $54.2B AUM 43.77% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

DT Investment Partners's MS Position: Q2 2026 in Review

DT Investment Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 4,672 shares worth $977K. The position accounts for 0.07% of the portfolio, ranked #82.

DT Investment Partners first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

DT Investment Partners held 4,672 shares of Morgan Stanley worth $977K as of Q2 2026.
DT Investment Partners left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.07% of DT Investment Partners's portfolio in Q2 2026, its #82 holding.
DT Investment Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.