GIM
MS icon

Goelzer Investment Management’s Morgan Stanley MS Stock Holding History

Goelzer Investment 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 		$989K Sell
4,731
-186
-4% -$36.8K 0.04% 177
2026
Q1 		$809K Sell
4,917
-8
-0.2% -$1.39K 0.04% 181
2025
Q4 		$874K Buy
4,925
+3,005
+157% +$501K 0.04% 169
2025
Q3 		$305K Sell
1,920
-149
-7% -$22K 0.02% 225
2025
Q2 		$291K Buy
2,069
+305
+17% +$37.5K 0.02% 226
2025
Q1 		$206K Buy
+1,764
New +$227K 0.01% 237

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

Goelzer Investment Management's MS Position: Q2 2026 in Review

Goelzer Investment Management reduced its Morgan Stanley (MS) stake by 3.8% in Q2 2026, selling an estimated $36.8K and leaving 4,731 shares worth $989K. The position accounts for 0.04% of the portfolio, ranked #177.

Goelzer Investment Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Goelzer Investment Management held 4,731 shares of Morgan Stanley worth $989K as of Q2 2026.
  • Goelzer Investment Management sold 186 Morgan Stanley shares in Q2 2026, an estimated $36.8K.
  • Morgan Stanley made up 0.04% of Goelzer Investment Management's portfolio in Q2 2026, its #177 holding.
  • Goelzer Investment Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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