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Evergreen Capital Management’s Morgan Stanley MS Stock Holding History

Evergreen Capital Management’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 		$4.43M Buy
21,183
+5,891
+39% +$1.17M 0.08% 229
2026
Q1 		$2.52M Sell
15,292
-13,363
-47% -$2.31M 0.05% 287
2025
Q4 		$5.09M Buy
28,655
+16,308
+132% +$2.72M 0.11% 183
2025
Q3 		$1.96M Sell
12,347
-533
-4% -$78.7K 0.05% 288
2025
Q2 		$1.81M Buy
12,880
+6,916
+116% +$849K 0.05% 279
2025
Q1 		$696K Buy
5,964
+535
+10% +$68.9K 0.02% 400
2024
Q4 		$683K Buy
5,429
+659
+14% +$81.2K 0.02% 414
2024
Q3 		$497K Buy
4,770
+47
+1% +$4.73K 0.02% 498
2024
Q2 		$459K Buy
4,723
+1,028
+28% +$97.9K 0.02% 493
2024
Q1 		$348K Buy
3,695
+691
+23% +$60.9K 0.01% 578
2023
Q4 		$280K Sell
3,004
-3,255
-52% -$260K 0.01% 623
2023
Q3 		$511K Buy
6,259
+1,158
+23% +$101K 0.02% 391
2023
Q2 		$436K Sell
5,101
-2,113
-29% -$181K 0.02% 427
2023
Q1 		$633K Buy
7,214
+464
+7% +$43.3K 0.03% 333
2022
Q4 		$574K Buy
6,750
+21
+0.3% +$1.79K 0.03% 349
2022
Q3 		$531K Buy
6,729
+2,390
+55% +$201K 0.03% 334
2022
Q2 		$330K Sell
4,339
-102
-2% -$8.36K 0.02% 406
2022
Q1 		$388K Buy
4,441
+231
+5% +$22.3K 0.02% 423
2021
Q4 		$413K Sell
4,210
-20
-0.5% -$1.99K 0.02% 405
2021
Q3 		$412K Buy
4,230
+300
+8% +$29.7K 0.02% 382
2021
Q2 		$360K Buy
3,930
+627
+19% +$53.8K 0.02% 380
2021
Q1 		$257K Buy
+3,303
New +$253K 0.01% 429
2020
Q1 		– Sell
-4,014
Closed -$205K – 456
2019
Q4 		$205K Buy
+4,014
New +$190K 0.02% 435

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
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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Capital Management's MS Position: Q2 2026 in Review

Evergreen Capital Management increased its Morgan Stanley (MS) stake by 39% in Q2 2026, buying an estimated $1.17M and bringing the position to 21,183 shares worth $4.43M. The position accounts for 0.08% of the portfolio, ranked #229.

Evergreen Capital Management first reported a position in MS in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.09M in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Evergreen Capital Management held 21,183 shares of Morgan Stanley worth $4.43M as of Q2 2026.
  • Evergreen Capital Management bought 5,891 Morgan Stanley shares in Q2 2026, an estimated $1.17M.
  • Morgan Stanley made up 0.08% of Evergreen Capital Management's portfolio in Q2 2026, its #229 holding.
  • Evergreen Capital Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 23 quarters since.
  • Evergreen Capital Management's Morgan Stanley position peaked at $5.09M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.