EI
MS icon

Ethic Inc’s Morgan Stanley MS Stock Holding History

Ethic Inc’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 		$41.9M Buy
200,383
+1,117
+0.6% +$221K 0.52% 26
2026
Q1 		$32.8M Buy
199,266
+2,367
+1% +$410K 0.51% 21
2025
Q4 		$35M Buy
196,899
+11,282
+6% +$1.88M 0.54% 20
2025
Q3 		$29.5M Buy
185,617
+1,235
+0.7% +$182K 0.49% 22
2025
Q2 		$25.9M Buy
184,382
+15,414
+9% +$1.89M 0.46% 27
2025
Q1 		$19.6M Buy
168,968
+6,699
+4% +$863K 0.4% 38
2024
Q4 		$20.4M Buy
162,269
+42,743
+36% +$5.26M 0.41% 35
2024
Q3 		$11.3M Sell
119,526
-22,537
-16% -$2.27M 0.28% 67
2024
Q2 		$13.8M Buy
142,063
+22,537
+19% +$2.15M 0.32% 56
2024
Q1 		$11.3M Buy
119,526
+27,897
+30% +$2.46M 0.28% 67
2023
Q4 		$8.54M Sell
91,629
-25,973
-22% -$2.08M 0.25% 81
2023
Q3 		$9.6M Sell
117,602
-4,578
-4% -$397K 0.34% 50
2023
Q2 		$10.4M Sell
122,180
-1,808
-1% -$155K 0.39% 37
2023
Q1 		$10.9M Buy
123,988
+20,329
+20% +$1.9M 0.44% 34
2022
Q4 		$8.81M Buy
103,659
+3,061
+3% +$261K 0.48% 33
2022
Q3 		$7.95M Buy
100,598
+9,251
+10% +$780K 0.54% 26
2022
Q2 		$6.95M Buy
91,347
+8,203
+10% +$672K 0.48% 32
2022
Q1 		$7.27M Buy
83,144
+2,128
+3% +$205K 0.5% 27
2021
Q4 		$7.95M Buy
81,016
+14,800
+22% +$1.47M 0.61% 21
2021
Q3 		$6.44M Buy
66,216
+26,892
+68% +$2.66M 0.66% 23
2021
Q2 		$3.61M Buy
39,324
+12,992
+49% +$1.11M 0.44% 40
2021
Q1 		$2.04M Buy
26,332
+4,776
+22% +$366K 0.36% 59
2020
Q4 		$1.48M Buy
21,556
+7,717
+56% +$443K 0.39% 59
2020
Q3 		$669K Buy
13,839
+1,591
+13% +$80.1K 0.26% 101
2020
Q2 		$592K Buy
12,248
+299
+3% +$12.6K 0.34% 72
2020
Q1 		$406K Buy
11,949
+760
+7% +$35.8K 0.34% 94
2019
Q4 		$572K Buy
+11,189
New +$530K 0.42% 78

Other funds holding MS

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
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
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

Ethic Inc's MS Position: Q2 2026 in Review

Ethic Inc increased its Morgan Stanley (MS) stake by 0.56% in Q2 2026, buying an estimated $221K and bringing the position to 200,383 shares worth $41.9M. The position accounts for 0.52% of the portfolio, ranked #26.

Ethic Inc first reported a position in MS in Q4 2019 and has held it in 27 quarters since. 1,106 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ethic Inc held 200,383 shares of Morgan Stanley worth $41.9M as of Q2 2026.
  • Ethic Inc bought 1,117 Morgan Stanley shares in Q2 2026, an estimated $221K.
  • Morgan Stanley made up 0.52% of Ethic Inc's portfolio in Q2 2026, its #26 holding.
  • Ethic Inc first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.