Hamilton Capital
MS icon

Hamilton Capital’s Morgan Stanley MS Stock Holding History

Hamilton Capital’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
Q3 		$1.21M Buy
6,415
+83
+1% +$17.6K 0.07% 40
2026
Q2 		$1.32M Sell
6,332
-64
-1% -$12.7K 0.07% 37
2026
Q1 		$1.05M Sell
6,396
-49
-0.8% -$8.48K 0.05% 42
2025
Q4 		$1.14M Buy
+6,445
New +$1.08M 0.06% 43
2025
Q2 		$899K Sell
6,385
-2
-0% -$246 0.05% 42
2025
Q1 		$745K Buy
6,387
+63
+1% +$8.12K 0.05% 48
2024
Q4 		$795K Sell
6,324
-3,385
-35% -$417K 0.06% 46
2024
Q3 		$1.13M Buy
9,709
+371
+4% +$37.4K 0.08% 33
2024
Q2 		$908K Sell
9,338
-1,722
-16% -$164K 0.07% 34
2024
Q1 		$1.04M Buy
11,060
+227
+2% +$20K 0.08% 34
2023
Q4 		$1.01M Buy
10,833
+726
+7% +$58.1K 0.08% 31
2023
Q3 		$825K Buy
10,107
+386
+4% +$33.5K 0.06% 34
2023
Q2 		$830K Buy
9,721
+1,078
+12% +$92.2K 0.06% 36
2023
Q1 		$759K Buy
8,643
+3,474
+67% +$324K 0.05% 34
2022
Q4 		$439K Buy
5,169
+1,381
+36% +$118K 0.03% 65
2022
Q3 		$299K Sell
3,788
-1,386
-27% -$117K 0.02% 66
2022
Q2 		$394K Hold
5,174
– – 0.02% 56
2022
Q1 		$452K Buy
5,174
+530
+11% +$51.1K 0.03% 55
2021
Q4 		$456K Hold
4,644
– – 0.04% 75
2021
Q3 		$452K Buy
4,644
+1,500
+48% +$149K 0.04% 37
2021
Q2 		$288K Buy
3,144
+15
+0.5% +$1.29K 0.03% 39
2021
Q1 		$243K Hold
3,129
– – 0.03% 41
2020
Q4 		$214K Buy
+3,129
New +$180K 0.04% 43

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Hamilton Capital's MS Position: Q3 2026 in Review

Hamilton Capital increased its Morgan Stanley (MS) stake by 1.3% in Q3 2026, buying an estimated $17.6K and bringing the position to 6,415 shares worth $1.21M. The position accounts for 0.07% of the portfolio, ranked #40.

Hamilton Capital first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Hamilton Capital held 6,415 shares of Morgan Stanley worth $1.21M as of Q3 2026.
  • Hamilton Capital bought 83 Morgan Stanley shares in Q3 2026, an estimated $17.6K.
  • Morgan Stanley made up 0.07% of Hamilton Capital's portfolio in Q3 2026, its #40 holding.
  • Hamilton Capital first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Hamilton Capital's Morgan Stanley position peaked at $1.32M in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.