EIP
MS icon

Essential Investment Partners’s Morgan Stanley MS Stock Holding History

Essential 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 		$140K Hold
672
– – 0.11% 109
2026
Q1 		$111K Hold
672
– – 0.1% 108
2025
Q4 		$119K Buy
+672
New +$112K 0.11% 99

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

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

Essential Investment Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 672 shares worth $140K. The position accounts for 0.11% of the portfolio, ranked #109.

Essential Investment Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Essential Investment Partners held 672 shares of Morgan Stanley worth $140K as of Q2 2026.
  • Essential Investment Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.11% of Essential Investment Partners's portfolio in Q2 2026, its #109 holding.
  • Essential Investment Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.