IRON Financial’s Morgan Stanley MS Stock Holding History

IRON Financial’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	$258K	Buy	1,235 +9	+0.7%	+$1.78K	0.11%	125
2026 Q1	$202K	Buy	1,226 +90	+8%	+$15.6K	0.09%	141
2025 Q4	$202K	Buy	+1,136	New	+$189K	0.09%	129
2021 Q1	–	Sell	-3,357	Closed	-$230K	–	121
2020 Q4	$230K	Buy	+3,357	New	+$193K	0.12%	104

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

IRON Financial's MS Position: Q2 2026 in Review

IRON Financial increased its Morgan Stanley (MS) stake by 0.73% in Q2 2026, buying an estimated $1.78K and bringing the position to 1,235 shares worth $258K. The position accounts for 0.11% of the portfolio, ranked #125.

IRON Financial first reported a position in MS in Q4 2020 and has held it in 4 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

IRON Financial held 1,235 shares of Morgan Stanley worth $258K as of Q2 2026.
IRON Financial bought 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
Morgan Stanley made up 0.11% of IRON Financial's portfolio in Q2 2026, its #125 holding.
IRON Financial first reported a position in Morgan Stanley in Q4 2020 and has held it in 4 quarters since.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on IRON Financial's 13F filing for Q2 2026, filed 22 Jul 2026.