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 Q3	$1.25M	Sell	6,633 -250	-4%	-$53.1K	0.22%	66
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

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Investors Research Corp's MS Position: Q3 2026 in Review

Investors Research Corp reduced its Morgan Stanley (MS) stake by 3.6% in Q3 2026, selling an estimated $53.1K and leaving 6,633 shares worth $1.25M. The position accounts for 0.22% of the portfolio, ranked #66.

Investors Research Corp first reported a position in MS in Q4 2017 and has held it in 36 quarters since. The position peaked at $1.5M in Q3 2025. 83 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Investors Research Corp held 6,633 shares of Morgan Stanley worth $1.25M as of Q3 2026.
Investors Research Corp sold 250 Morgan Stanley shares in Q3 2026, an estimated $53.1K.
Morgan Stanley made up 0.22% of Investors Research Corp's portfolio in Q3 2026, its #66 holding.
Investors Research Corp first reported a position in Morgan Stanley in Q4 2017 and has held it in 36 quarters since.
Investors Research Corp's Morgan Stanley position peaked at $1.5M in Q3 2025.
83 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.