First Merchants Corp’s Morgan Stanley MS Stock Holding History

First Merchants Corp’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	$635K	Hold	3,040	–	–	0.02%	229
2026 Q1	$500K	Sell	3,040 -3,622	-54%	-$627K	0.02%	253
2025 Q4	$1.18M	Sell	6,662 -1,525	-19%	-$254K	0.04%	192
2025 Q3	$1.3M	Sell	8,187 -140	-2%	-$20.7K	0.05%	191
2025 Q2	$1.17M	Hold	8,327	–	–	0.05%	193
2025 Q1	$972K	Hold	8,327	–	–	0.04%	218
2024 Q4	$1.05M	Buy	8,327 +66	+0.8%	+$8.13K	0.04%	223
2024 Q3	$861K	Sell	8,261 -1,792	-18%	-$180K	0.03%	242
2024 Q2	$977K	Buy	10,053 +1,055	+12%	+$100K	0.04%	225
2024 Q1	$847K	Buy	+8,998	New	+$792K	0.06%	155
2023 Q2	–	Sell	-2,317	Closed	-$203K	–	213
2023 Q1	$203K	Buy	+2,317	New	+$216K	0.02%	212
2022 Q1	–	Sell	-2,277	Closed	-$224K	–	239
2021 Q4	$224K	Buy	+2,277	New	+$227K	0.02%	224

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

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

First Merchants Corp's MS Position: Q2 2026 in Review

First Merchants Corp held its Morgan Stanley (MS) position steady in Q2 2026 at 3,040 shares worth $635K. The position accounts for 0.02% of the portfolio, ranked #229.

First Merchants Corp first reported a position in MS in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.3M in Q3 2025. 955 funds tracked by Wall St. Rank hold MS as of Q2 2026.

First Merchants Corp held 3,040 shares of Morgan Stanley worth $635K as of Q2 2026.
First Merchants Corp left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.02% of First Merchants Corp's portfolio in Q2 2026, its #229 holding.
First Merchants Corp first reported a position in Morgan Stanley in Q4 2021 and has held it in 12 quarters since.
First Merchants Corp's Morgan Stanley position peaked at $1.3M in Q3 2025.
955 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.