KA
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Kearns & Associates’s Morgan Stanley MS Stock Holding History

Kearns & Associates’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 		$314K Hold
1,500
– – 0.15% 34
2026
Q1 		$247K Hold
1,500
– – 0.13% 36
2025
Q4 		$266K Hold
1,500
– – 0.14% 39
2025
Q3 		$238K Hold
1,500
– – 0.13% 40
2025
Q2 		$211K Buy
+1,500
New +$184K 0.12% 42

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kearns & Associates's MS Position: Q2 2026 in Review

Kearns & Associates held its Morgan Stanley (MS) position steady in Q2 2026 at 1,500 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #34.

Kearns & Associates first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kearns & Associates held 1,500 shares of Morgan Stanley worth $314K as of Q2 2026.
  • Kearns & Associates left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.15% of Kearns & Associates's portfolio in Q2 2026, its #34 holding.
  • Kearns & Associates first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kearns & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.