Investment Partners Asset Management’s Morgan Stanley MS Stock Holding History

Investment Partners Asset 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	$419K	Hold	2,004	–	–	0.23%	114
2026 Q1	$330K	Buy	2,004 +4	+0.2%	+$693	0.2%	125
2025 Q4	$355K	Hold	2,000	–	–	0.22%	120
2025 Q3	$318K	Hold	2,000	–	–	0.21%	129
2025 Q2	$282K	Hold	2,000	–	–	0.2%	127
2025 Q1	$233K	Sell	2,000 -13	-0.6%	-$1.68K	0.18%	133
2024 Q4	$253K	Hold	2,013	–	–	0.2%	124
2024 Q3	$210K	Buy	+2,013	New	+$203K	0.17%	130
2024 Q2	–	Sell	-3,313	Closed	-$312K	–	137
2024 Q1	$312K	Buy	+3,313	New	+$292K	0.28%	103

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Investment Partners Asset Management's MS Position: Q2 2026 in Review

Investment Partners Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 2,004 shares worth $419K. The position accounts for 0.23% of the portfolio, ranked #114.

Investment Partners Asset Management first reported a position in MS in Q1 2024 and has held it in 9 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Investment Partners Asset Management held 2,004 shares of Morgan Stanley worth $419K as of Q2 2026.
Investment Partners Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.23% of Investment Partners Asset Management's portfolio in Q2 2026, its #114 holding.
Investment Partners Asset Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investment Partners Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.