HCM
MS icon

Howland Capital Management’s Morgan Stanley MS Stock Holding History

Howland Capital 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 		$3.84M Sell
18,351
-290
-2% -$57.4K 0.14% 92
2026
Q1 		$3.07M Sell
18,641
-257
-1% -$44.5K 0.12% 97
2025
Q4 		$3.35M Buy
18,898
+3,259
+21% +$544K 0.13% 91
2025
Q3 		$2.49M Sell
15,639
-435
-3% -$64.2K 0.09% 101
2025
Q2 		$2.26M Sell
16,074
-224
-1% -$27.5K 0.09% 106
2025
Q1 		$1.9M Hold
16,298
– – 0.08% 116
2024
Q4 		$2.05M Sell
16,298
-18
-0.1% -$2.22K 0.09% 108
2024
Q3 		$1.7M Sell
16,316
-1,427
-8% -$144K 0.07% 114
2024
Q2 		$1.72M Buy
17,743
+365
+2% +$34.7K 0.08% 107
2024
Q1 		$1.64M Sell
17,378
-1,356
-7% -$119K 0.08% 109
2023
Q4 		$1.75M Sell
18,734
-29
-0.2% -$2.32K 0.09% 104
2023
Q3 		$1.53M Hold
18,763
– – 0.09% 108
2023
Q2 		$1.6M Buy
18,763
+5,635
+43% +$482K 0.09% 106
2023
Q1 		$1.15M Sell
13,128
-399
-3% -$37.2K 0.07% 117
2022
Q4 		$1.15M Hold
13,527
– – 0.07% 117
2022
Q3 		$1.07M Hold
13,527
– – 0.07% 117
2022
Q2 		$1.03M Buy
13,527
+469
+4% +$38.4K 0.06% 120
2022
Q1 		$1.14M Buy
13,058
+29
+0.2% +$2.8K 0.06% 106
2021
Q4 		$1.28M Buy
13,029
+40
+0.3% +$3.98K 0.07% 102
2021
Q3 		$1.26M Hold
12,989
– – 0.07% 106
2021
Q2 		$1.19M Hold
12,989
– – 0.06% 114
2021
Q1 		$1.01M Buy
+12,989
New +$995K 0.06% 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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Howland Capital Management's MS Position: Q2 2026 in Review

Howland Capital Management reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $57.4K and leaving 18,351 shares worth $3.84M. The position accounts for 0.14% of the portfolio, ranked #92.

Howland Capital Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. 641 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Howland Capital Management held 18,351 shares of Morgan Stanley worth $3.84M as of Q2 2026.
  • Howland Capital Management sold 290 Morgan Stanley shares in Q2 2026, an estimated $57.4K.
  • Morgan Stanley made up 0.14% of Howland Capital Management's portfolio in Q2 2026, its #92 holding.
  • Howland Capital Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • 641 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.