Handelsbanken Fonder’s Morgan Stanley MS Stock Holding History

Handelsbanken Fonder’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	$110M	Buy	526,074 +67,900	+15%	+$13.4M	0.31%	55
2026 Q1	$75.4M	Buy	458,174 +3,072	+0.7%	+$532K	0.25%	80
2025 Q4	$80.8M	Buy	455,102 +6,050	+1%	+$1.01M	0.24%	71
2025 Q3	$71.4M	Buy	449,052 +489	+0.1%	+$72.2K	0.23%	85
2025 Q2	$63.2M	Sell	448,563 -22,108	-5%	-$2.72M	0.22%	91
2025 Q1	$54.9M	Sell	470,671 -13,808	-3%	-$1.78M	0.23%	88
2024 Q4	$60.9M	Buy	484,479 +44,456	+10%	+$5.48M	0.23%	84
2024 Q3	$45.9M	Buy	440,023 +584	+0.1%	+$58.8K	0.18%	112
2024 Q2	$42.7M	Buy	439,439 +13,675	+3%	+$1.3M	0.19%	110
2024 Q1	$40.1M	Buy	425,764 +33,100	+8%	+$2.91M	0.17%	128
2023 Q4	$36.6M	Buy	392,664 +31,796	+9%	+$2.54M	0.18%	128
2023 Q3	$29.5M	Buy	360,868 +10,444	+3%	+$907K	0.16%	141
2023 Q2	$29.9M	Buy	350,424 +64,314	+22%	+$5.5M	0.16%	152
2023 Q1	$25.1M	Buy	286,110 +21,054	+8%	+$1.96M	0.15%	171
2022 Q4	$22.5M	Sell	265,056 -5,707	-2%	-$486K	0.14%	178
2022 Q3	$21.4M	Buy	270,763 +5,719	+2%	+$482K	0.14%	170
2022 Q2	$20.2M	Buy	265,044 +11,226	+4%	+$920K	0.13%	176
2022 Q1	$22.2M	Sell	253,818 -4,965	-2%	-$479K	0.12%	175
2021 Q4	$25.4M	Sell	258,783 -75,898	-23%	-$7.56M	0.13%	178
2021 Q3	$32.6M	Buy	334,681 +6,435	+2%	+$638K	0.17%	134
2021 Q2	$30.1M	Sell	328,246 -26,509	-7%	-$2.27M	0.16%	147
2021 Q1	$27.6M	Buy	354,755 +15,889	+5%	+$1.22M	0.16%	142
2020 Q4	$23.2M	Buy	338,866 +60,857	+22%	+$3.49M	0.14%	151
2020 Q3	$13.4M	Hold	278,009	–	–	0.1%	206
2020 Q2	$13.4M	Buy	+278,009	New	+$11.7M	0.11%	177
2016 Q3	–	Sell	-7,872	Closed	-$205K	–	218
2016 Q2	$205K	Buy	+7,872	New	+$206K	0.01%	223
2016 Q1	–	Sell	-162,175	Closed	-$5.16M	–	456
2015 Q4	$5.16M	Buy	+162,175	New	+$5.39M	0.1%	182

Other funds holding MS

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 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

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Handelsbanken Fonder's MS Position: Q2 2026 in Review

Handelsbanken Fonder increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $13.4M and bringing the position to 526,074 shares worth $110M. The position accounts for 0.31% of the portfolio, ranked #55.

Handelsbanken Fonder first reported a position in MS in Q4 2015 and has held it in 27 quarters since. 417 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Handelsbanken Fonder held 526,074 shares of Morgan Stanley worth $110M as of Q2 2026.
Handelsbanken Fonder bought 67,900 Morgan Stanley shares in Q2 2026, an estimated $13.4M.
Morgan Stanley made up 0.31% of Handelsbanken Fonder's portfolio in Q2 2026, its #55 holding.
Handelsbanken Fonder first reported a position in Morgan Stanley in Q4 2015 and has held it in 27 quarters since.
417 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.