Investors Research Corp’s Morgan Stanley MS Stock Holding History

Investors Research Corp’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	$1.44M	Sell	6,883 -20	-0.3%	-$3.96K	0.26%	62
2026 Q1	$1.14M	Sell	6,903 -1,105	-14%	-$191K	0.22%	88
2025 Q4	$1.42M	Sell	8,008 -1,450	-15%	-$242K	0.26%	64
2025 Q3	$1.5M	Sell	9,458 -125	-1%	-$18.5K	0.28%	61
2025 Q2	$1.35M	Hold	9,583	–	–	0.26%	70
2025 Q1	$1.12M	Buy	9,583 +33	+0.3%	+$4.25K	0.24%	86
2024 Q4	$1.2M	Sell	9,550 -400	-4%	-$49.3K	0.26%	76
2024 Q3	$1.04M	Sell	9,950 -2,466	-20%	-$248K	0.23%	98
2024 Q2	$1.21M	Hold	12,416	–	–	0.28%	74
2024 Q1	$1.17M	Sell	12,416 -850	-6%	-$74.9K	0.27%	86
2023 Q4	$1.24M	Hold	13,266	–	–	0.3%	69
2023 Q3	$1.08M	Hold	13,266	–	–	0.28%	81
2023 Q2	$1.13M	Hold	13,266	–	–	0.29%	85
2023 Q1	$1.16M	Sell	13,266 -400	-3%	-$37.3K	0.3%	80
2022 Q4	$1.16M	Buy	13,666 +250	+2%	+$21.3K	0.31%	80
2022 Q3	$1.06M	Hold	13,416	–	–	0.32%	68
2022 Q2	$1.02M	Hold	13,416	–	–	0.31%	77
2022 Q1	$1.17M	Hold	13,416	–	–	0.33%	80
2021 Q4	$1.32M	Hold	13,416	–	–	0.4%	67
2021 Q3	$1.31M	Hold	13,416	–	–	0.44%	64
2021 Q2	$1.23M	Hold	13,416	–	–	0.43%	72
2021 Q1	$1.04M	Sell	13,416 -115	-0.8%	-$8.81K	0.39%	86
2020 Q4	$927K	Hold	13,531	–	–	0.36%	77
2020 Q3	$654K	Hold	13,531	–	–	0.32%	93
2020 Q2	$654K	Hold	13,531	–	–	0.33%	98
2020 Q1	$460K	Sell	13,531 -500	-4%	-$23.5K	0.29%	117
2019 Q4	$717K	Hold	14,031	–	–	0.33%	94
2019 Q3	$599K	Hold	14,031	–	–	0.3%	116
2019 Q2	$615K	Sell	14,031 -250	-2%	-$11.2K	0.32%	110
2019 Q1	$603K	Hold	14,281	–	–	0.32%	107
2018 Q4	$566K	Hold	14,281	–	–	0.4%	102
2018 Q3	$665K	Hold	14,281	–	–	0.38%	99
2018 Q2	$677K	Buy	14,281 +56	+0.4%	+$2.93K	0.39%	93
2018 Q1	$768K	Sell	14,225 -600	-4%	-$33.2K	0.47%	63
2017 Q4	$778K	Buy	+14,825	New	+$750K	0.48%	60

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Investors Research Corp's MS Position: Q2 2026 in Review

Investors Research Corp reduced its Morgan Stanley (MS) stake by 0.29% in Q2 2026, selling an estimated $3.96K and leaving 6,883 shares worth $1.44M. The position accounts for 0.26% of the portfolio, ranked #62.

Investors Research Corp first reported a position in MS in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.5M in Q3 2025. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Investors Research Corp held 6,883 shares of Morgan Stanley worth $1.44M as of Q2 2026.
Investors Research Corp sold 20 Morgan Stanley shares in Q2 2026, an estimated $3.96K.
Morgan Stanley made up 0.26% of Investors Research Corp's portfolio in Q2 2026, its #62 holding.
Investors Research Corp first reported a position in Morgan Stanley in Q4 2017 and has held it in 35 quarters since.
Investors Research Corp's Morgan Stanley position peaked at $1.5M in Q3 2025.
1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.