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Investment House LLC’s Morgan Stanley MS Stock Holding History

Investment House 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 		$280K Hold
1,700
– – 0.01% 193
2026
Q1 		$280K Hold
1,700
– – 0.01% 195
2025
Q4 		$302K Hold
1,700
– – 0.01% 186
2025
Q3 		$270K Hold
1,700
– – 0.01% 200
2025
Q2 		$239K Buy
+1,700
New +$209K 0.01% 204
2025
Q1 		– Sell
-1,800
Closed -$226K – 219
2024
Q4 		$226K Buy
+1,800
New +$222K 0.01% 192

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

Investment House LLC's MS Position: Q2 2026 in Review

Investment House LLC held its Morgan Stanley (MS) position steady in Q2 2026 at 1,700 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #193.

Investment House LLC first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $302K in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Investment House LLC held 1,700 shares of Morgan Stanley worth $280K as of Q2 2026.
  • Investment House LLC left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #193 holding.
  • Investment House LLC first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • Investment House LLC's Morgan Stanley position peaked at $302K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.