IIM
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INTECH Investment Management’s Morgan Stanley MS Stock Holding History

INTECH 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 		$15.2M Sell
72,476
-8,380
-10% -$1.66M 0.14% 118
2026
Q1 		$13.3M Buy
80,856
+9,181
+13% +$1.59M 0.13% 133
2025
Q4 		$12.7M Buy
71,675
+11,588
+19% +$1.93M 0.11% 147
2025
Q3 		$9.55M Sell
60,087
-13,596
-18% -$2.01M 0.09% 206
2025
Q2 		$10.4M Sell
73,683
-39,083
-35% -$4.8M 0.1% 177
2025
Q1 		$13.2M Buy
112,766
+5,596
+5% +$721K 0.14% 117
2024
Q4 		$13.5M Buy
107,170
+56,916
+113% +$7.01M 0.13% 124
2024
Q3 		$5.24M Buy
50,254
+903
+2% +$90.9K 0.06% 247
2024
Q2 		$4.8M Sell
49,351
-25,193
-34% -$2.4M 0.06% 262
2024
Q1 		$7.02M Sell
74,544
-203,951
-73% -$18M 0.1% 179
2023
Q4 		$26M Sell
278,495
-223,572
-45% -$17.9M 0.38% 66
2023
Q3 		$41M Sell
502,067
-525,217
-51% -$45.6M 0.6% 32
2023
Q2 		$87.7M Buy
1,027,284
+63,480
+7% +$5.43M 0.9% 14
2023
Q1 		$84.6M Buy
963,804
+99,277
+11% +$9.27M 0.68% 24
2022
Q4 		$73.5M Sell
864,527
-111,938
-11% -$9.54M 0.55% 38
2022
Q3 		$77.2M Sell
976,465
-545,777
-36% -$46M 0.58% 31
2022
Q2 		$116M Buy
+1,522,242
New +$125M 0.67% 32

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

INTECH Investment Management reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $1.66M and leaving 72,476 shares worth $15.2M. The position accounts for 0.14% of the portfolio, ranked #118.

INTECH Investment Management first reported a position in MS in Q2 2022 and has held it in 17 quarters since. The position peaked at $116M in Q2 2022. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • INTECH Investment Management held 72,476 shares of Morgan Stanley worth $15.2M as of Q2 2026.
  • INTECH Investment Management sold 8,380 Morgan Stanley shares in Q2 2026, an estimated $1.66M.
  • Morgan Stanley made up 0.14% of INTECH Investment Management's portfolio in Q2 2026, its #118 holding.
  • INTECH Investment Management first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • INTECH Investment Management's Morgan Stanley position peaked at $116M in Q2 2022.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.