HIMS
MS icon

Hager Investment Management Services’s Morgan Stanley MS Stock Holding History

Hager Investment Management Services’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 		$105K Sell
504
-96
-16% -$19K 0.05% 118
2026
Q1 		$98.7K Hold
600
– – 0.05% 117
2025
Q4 		$107K Sell
600
-71
-11% -$11.8K 0.06% 112
2025
Q3 		$107K Buy
671
+10
+2% +$1.48K 0.06% 114
2025
Q2 		$93.1K Hold
661
– – 0.06% 113
2025
Q1 		$77.1K Sell
661
-9
-1% -$1.16K 0.05% 118
2024
Q4 		$84.2K Buy
+670
New +$82.5K 0.05% 120

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

Hager Investment Management Services's MS Position: Q2 2026 in Review

Hager Investment Management Services reduced its Morgan Stanley (MS) stake by 16% in Q2 2026, selling an estimated $19K and leaving 504 shares worth $105K. The position accounts for 0.05% of the portfolio, ranked #118.

Hager Investment Management Services first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $107K in Q3 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hager Investment Management Services held 504 shares of Morgan Stanley worth $105K as of Q2 2026.
  • Hager Investment Management Services sold 96 Morgan Stanley shares in Q2 2026, an estimated $19K.
  • Morgan Stanley made up 0.05% of Hager Investment Management Services's portfolio in Q2 2026, its #118 holding.
  • Hager Investment Management Services first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Hager Investment Management Services's Morgan Stanley position peaked at $107K in Q3 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.