Intact Investment Management’s Morgan Stanley MS Stock Holding History

Intact Investment 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	$12.1M	Hold	58,100	–	–	0.35%	71
2026 Q1	$9.56M	Sell	58,100 -400	-0.7%	-$69.3K	0.27%	83
2025 Q4	$10.4M	Sell	58,500 -15,400	-21%	-$2.57M	0.3%	76
2025 Q3	$11.7M	Buy	73,900 +500	+0.7%	+$73.8K	0.36%	70
2025 Q2	$10.3M	Sell	73,400 -15,100	-17%	-$1.85M	0.35%	72
2025 Q1	$10.3M	Buy	88,500 +600	+0.7%	+$77.3K	0.35%	74
2024 Q4	$11.1M	Sell	87,900 -21,900	-20%	-$2.7M	0.39%	72
2024 Q3	$11.4M	Buy	109,800 +7,400	+7%	+$745K	0.38%	69
2024 Q2	$9.95M	Sell	102,400 -16,400	-14%	-$1.56M	0.37%	64
2024 Q1	$11.2M	Buy	118,800 +38,000	+47%	+$3.35M	0.44%	50
2023 Q4	$7.53M	Hold	80,800	–	–	0.3%	80
2023 Q3	$6.6M	Sell	80,800 -20,600	-20%	-$1.79M	0.29%	78
2023 Q2	$8.66M	Hold	101,400	–	–	0.35%	63
2023 Q1	$8.9M	Hold	101,400	–	–	0.37%	69
2022 Q4	$8.62M	Buy	101,400 +59,900	+144%	+$5.11M	0.37%	69
2022 Q3	$3.28M	Hold	41,500	–	–	0.11%	144
2022 Q2	$3.16M	Sell	41,500 -4,400	-10%	-$360K	0.1%	144
2022 Q1	$4.01M	Buy	45,900 +30,400	+196%	+$2.93M	0.1%	142
2021 Q4	$1.52M	Hold	15,500	–	–	0.04%	189
2021 Q3	$1.51M	Sell	15,500 -1,200	-7%	-$119K	0.04%	174
2021 Q2	$1.53M	Buy	16,700 +3,500	+27%	+$300K	0.04%	172
2021 Q1	$1.02M	Sell	13,200 -23,800	-64%	-$1.82M	0.03%	193
2020 Q4	$2.54M	Buy	37,000 +9,900	+37%	+$568K	0.08%	159
2020 Q3	$1.31M	Sell	27,100 -97,300	-78%	-$4.9M	0.05%	178
2020 Q2	$6.01M	Sell	124,400 -33,500	-21%	-$1.41M	0.23%	88
2020 Q1	$5.37M	Buy	157,900 +30,300	+24%	+$1.43M	0.23%	85
2019 Q4	$6.52M	Buy	127,600 +9,800	+8%	+$464K	0.22%	79
2019 Q3	$5.03M	Buy	117,800 +1,900	+2%	+$81.2K	0.18%	94
2019 Q2	$5.08M	Hold	115,900	–	–	0.18%	97
2019 Q1	$4.89M	Buy	115,900 +105,000	+963%	+$4.42M	0.17%	100
2018 Q4	$432K	Hold	10,900	–	–	0.02%	185
2018 Q3	$508K	Hold	10,900	–	–	0.02%	190
2018 Q2	$517K	Hold	10,900	–	–	0.02%	179
2018 Q1	$588K	Sell	10,900 -500	-4%	-$27.7K	0.02%	169
2017 Q4	$598K	Hold	11,400	–	–	0.02%	148
2017 Q3	$549K	Hold	11,400	–	–	0.02%	150
2017 Q2	$508K	Hold	11,400	–	–	0.02%	157
2017 Q1	$488K	Buy	+11,400	New	+$506K	0.02%	162
2016 Q4	–	Sell	-18,100	Closed	-$580K	–	286
2016 Q3	$580K	Sell	18,100 -10,700	-37%	-$319K	0.02%	186
2016 Q2	$749K	Hold	28,800	–	–	0.03%	169
2016 Q1	$720K	Buy	28,800 +7,300	+34%	+$186K	0.03%	167
2015 Q4	$684K	Hold	21,500	–	–	0.03%	163
2015 Q3	$677K	Buy	21,500 +2,300	+12%	+$83.7K	0.03%	159
2015 Q2	$745K	Buy	19,200 +4,300	+29%	+$164K	0.03%	165
2015 Q1	$532K	Hold	14,900	–	–	0.02%	202
2014 Q4	$578K	Hold	14,900	–	–	0.02%	192
2014 Q3	$515K	Hold	14,900	–	–	0.02%	197
2014 Q2	$482K	Hold	14,900	–	–	0.02%	188
2014 Q1	$464K	Hold	14,900	–	–	0.02%	185
2013 Q4	$467K	Sell	14,900 -3,500	-19%	-$104K	0.02%	160
2013 Q3	$496K	Buy	+18,400	New	+$494K	0.03%	141

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Intact Investment Management's MS Position: Q2 2026 in Review

Intact Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 58,100 shares worth $12.1M. The position accounts for 0.35% of the portfolio, ranked #71.

Intact Investment Management first reported a position in MS in Q3 2013 and has held it in 51 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Intact Investment Management held 58,100 shares of Morgan Stanley worth $12.1M as of Q2 2026.
Intact Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.35% of Intact Investment Management's portfolio in Q2 2026, its #71 holding.
Intact Investment Management first reported a position in Morgan Stanley in Q3 2013 and has held it in 51 quarters since.
2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Intact Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.