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Insight Inv LLC’s Morgan Stanley MS Stock Holding History

Insight Inv LLC’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 		$4.01M Buy
19,192
+256
+1% +$50.7K 1.89% 13
2026
Q1 		$3.12M Sell
18,936
-30
-0.2% -$5.19K 1.71% 23
2025
Q4 		$3.37M Buy
18,966
+347
+2% +$57.9K 1.89% 15
2025
Q3 		$2.96M Buy
18,619
+945
+5% +$140K 1.74% 20
2025
Q2 		$2.49M Sell
17,674
-704
-4% -$86.5K 1.67% 20
2025
Q1 		$2.14M Buy
18,378
+88
+0.5% +$11.3K 1.47% 27
2024
Q4 		$2.3M Buy
18,290
+1,248
+7% +$154K 1.6% 21
2024
Q3 		$1.78M Sell
17,042
-265
-2% -$26.7K 1.49% 30
2024
Q2 		$1.68M Buy
17,307
+130
+0.8% +$12.4K 1.45% 32
2024
Q1 		$1.62M Buy
17,177
+85
+0.5% +$7.49K 1.4% 37
2023
Q4 		$1.59M Hold
17,092
– – 1.56% 29
2023
Q3 		$1.25M Hold
17,092
– – 1.38% 35
2023
Q2 		$1.46M Buy
17,092
+880
+5% +$75.3K 1.5% 34
2023
Q1 		$1.42M Sell
16,212
-2,180
-12% -$203K 1.53% 32
2022
Q4 		$1.56M Buy
18,392
+207
+1% +$17.6K 1.58% 26
2022
Q3 		$1.44M Sell
18,185
-575
-3% -$48.5K 1.59% 26
2022
Q2 		$1.43M Buy
18,760
+740
+4% +$60.6K 1.44% 30
2022
Q1 		$1.57M Sell
18,020
-135
-0.7% -$13K 1.43% 32
2021
Q4 		$1.78M Buy
+18,155
New +$1.81M 1.64% 18

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

Insight Inv LLC's MS Position: Q2 2026 in Review

Insight Inv LLC increased its Morgan Stanley (MS) stake by 1.4% in Q2 2026, buying an estimated $50.7K and bringing the position to 19,192 shares worth $4.01M. The position accounts for 1.89% of the portfolio, ranked #13.

Insight Inv LLC first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Insight Inv LLC held 19,192 shares of Morgan Stanley worth $4.01M as of Q2 2026.
  • Insight Inv LLC bought 256 Morgan Stanley shares in Q2 2026, an estimated $50.7K.
  • Morgan Stanley made up 1.89% of Insight Inv LLC's portfolio in Q2 2026, its #13 holding.
  • Insight Inv LLC first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Insight Inv LLC's 13F filing for Q2 2026, filed 24 Jul 2026.