Integrated Investment Consultants’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $536K | Buy |
2,563
+15
| +0.6% | +$2.97K | 0.11% | 135 |
|
|
2026
Q1 | $419K | Sell |
2,548
-10
| -0.4% | -$1.73K | 0.09% | 149 |
|
|
2025
Q4 | $454K | Sell |
2,558
-1,440
| -36% | -$240K | 0.09% | 151 |
|
|
2025
Q3 | $636K | Sell |
3,998
-633
| -14% | -$93.5K | 0.11% | 122 |
|
|
2025
Q2 | $652K | Buy |
4,631
+2,734
| +144% | +$336K | 0.13% | 118 |
|
|
2025
Q1 | $221K | Buy |
1,897
+32
| +2% | +$4.12K | 0.04% | 295 |
|
|
2024
Q4 | $234K | Sell |
1,865
-15,356
| -89% | -$1.89M | 0.05% | 271 |
|
|
2024
Q3 | $210K | Buy |
17,221
+14,721
| +589% | +$1.48M | 0.05% | 279 |
|
|
2024
Q2 | $235K | Hold |
2,500
| – | – | 0.06% | 225 |
|
|
2024
Q1 | $235K | Sell |
2,500
-68
| -3% | -$5.99K | 0.06% | 225 |
|
|
2023
Q4 | $239K | Sell |
2,568
-479
| -16% | -$38.3K | 0.08% | 208 |
|
|
2023
Q3 | $249K | Sell |
3,047
-611
| -17% | -$53K | 0.09% | 191 |
|
|
2023
Q2 | $312K | Sell |
3,658
-337
| -8% | -$28.8K | 0.1% | 179 |
|
|
2023
Q1 | $351K | Sell |
3,995
-352
| -8% | -$32.9K | 0.11% | 168 |
|
|
2022
Q4 | $370K | Buy |
4,347
+255
| +6% | +$21.7K | 0.12% | 135 |
|
|
2022
Q3 | $323K | Buy |
4,092
+325
| +9% | +$27.4K | 0.13% | 136 |
|
|
2022
Q2 | $287K | Sell |
3,767
-427
| -10% | -$35K | 0.1% | 165 |
|
|
2022
Q1 | $367K | Buy |
4,194
+67
| +2% | +$6.46K | 0.1% | 188 |
|
|
2021
Q4 | $405K | Buy |
4,127
+689
| +20% | +$68.6K | 0.11% | 172 |
|
|
2021
Q3 | $335K | Buy |
3,438
+275
| +9% | +$27.2K | 0.1% | 194 |
|
|
2021
Q2 | $290K | Buy |
3,163
+103
| +3% | +$8.83K | 0.08% | 213 |
|
|
2021
Q1 | $238K | Buy |
+3,060
| New | +$235K | 0.08% | 222 |
|
|
2020
Q3 | – | Sell |
-7,144
| Closed | -$345K | – | 207 |
|
|
2020
Q2 | $345K | Buy |
7,144
+64
| +0.9% | +$2.69K | 0.16% | 95 |
|
|
2020
Q1 | $241K | Sell |
7,080
-4,901
| -41% | -$231K | 0.14% | 114 |
|
|
2019
Q4 | $612K | Buy |
11,981
+6,431
| +116% | +$304K | 0.25% | 70 |
|
|
2019
Q3 | $237K | Buy |
+5,550
| New | +$237K | 0.12% | 130 |
|
|
2018
Q2 | – | Sell |
-1,184
| Closed | -$64K | – | 510 |
|
|
2018
Q1 | $64K | Buy |
+1,184
| New | +$65.5K | 0.03% | 397 |
|
|
2017
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 574 |
|
|
2017
Q2 | $4K | Buy |
+85
| New | +$3.67K | ﹤0.01% | 551 |
|
|
2016
Q2 | – | Sell |
-100
| Closed | -$2K | – | 604 |
|
|
2016
Q1 | $2K | Buy |
+100
| New | +$2.55K | ﹤0.01% | 577 |
|
Other funds holding MS
Integrated Investment Consultants's MS Position: Q2 2026 in Review
Integrated Investment Consultants increased its Morgan Stanley (MS) stake by 0.59% in Q2 2026, buying an estimated $2.97K and bringing the position to 2,563 shares worth $536K. The position accounts for 0.11% of the portfolio, ranked #135.
Integrated Investment Consultants first reported a position in MS in Q1 2016 and has held it in 30 quarters since. The position peaked at $652K in Q2 2025. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Integrated Investment Consultants held 2,563 shares of Morgan Stanley worth $536K as of Q2 2026.
- Integrated Investment Consultants bought 15 Morgan Stanley shares in Q2 2026, an estimated $2.97K.
- Morgan Stanley made up 0.11% of Integrated Investment Consultants's portfolio in Q2 2026, its #135 holding.
- Integrated Investment Consultants first reported a position in Morgan Stanley in Q1 2016 and has held it in 30 quarters since.
- Integrated Investment Consultants's Morgan Stanley position peaked at $652K in Q2 2025.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.