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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 		$418K Buy
+2,000
New +$396K 0.23% 115

Other funds holding MS

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New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

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. 1,124 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.
  • 1,124 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.