Impact Capital Partners’s Morgan Stanley MS Stock Holding History

Impact Capital Partners’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	$563K	Buy	2,695 +34	+1%	+$6.73K	0.15%	130
2026 Q1	$438K	Sell	2,661 -1,080	-29%	-$187K	0.13%	154
2025 Q4	$664K	Sell	3,741 -73	-2%	-$12.2K	0.2%	109
2025 Q3	$606K	Sell	3,814 -130	-3%	-$19.2K	0.18%	118
2025 Q2	$556K	Sell	3,944 -459	-10%	-$56.4K	0.18%	130
2025 Q1	$514K	Sell	4,403 -3,182	-42%	-$410K	0.19%	128
2024 Q4	$954K	Buy	+7,585	New	+$934K	0.34%	73

Other funds holding MS

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 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

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

Impact Capital Partners's MS Position: Q2 2026 in Review

Impact Capital Partners increased its Morgan Stanley (MS) stake by 1.3% in Q2 2026, buying an estimated $6.73K and bringing the position to 2,695 shares worth $563K. The position accounts for 0.15% of the portfolio, ranked #130.

Impact Capital Partners first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $954K in Q4 2024. 670 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Impact Capital Partners held 2,695 shares of Morgan Stanley worth $563K as of Q2 2026.
Impact Capital Partners bought 34 Morgan Stanley shares in Q2 2026, an estimated $6.73K.
Morgan Stanley made up 0.15% of Impact Capital Partners's portfolio in Q2 2026, its #130 holding.
Impact Capital Partners first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
Impact Capital Partners's Morgan Stanley position peaked at $954K in Q4 2024.
670 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.