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Kepler Cheuvreux’s Morgan Stanley MS Stock Holding History

Kepler Cheuvreux’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 		$867K Sell
4,147
-1,440
-26% -$285K 0.05% 136
2026
Q1 		$919K Sell
5,587
-41
-0.7% -$7.1K 0.06% 141
2025
Q4 		$999K Buy
+5,628
New +$939K 0.06% 138

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kepler Cheuvreux's MS Position: Q2 2026 in Review

Kepler Cheuvreux reduced its Morgan Stanley (MS) stake by 26% in Q2 2026, selling an estimated $285K and leaving 4,147 shares worth $867K. The position accounts for 0.05% of the portfolio, ranked #136.

Kepler Cheuvreux first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $999K in Q4 2025. 1,006 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kepler Cheuvreux held 4,147 shares of Morgan Stanley worth $867K as of Q2 2026.
  • Kepler Cheuvreux sold 1,440 Morgan Stanley shares in Q2 2026, an estimated $285K.
  • Morgan Stanley made up 0.05% of Kepler Cheuvreux's portfolio in Q2 2026, its #136 holding.
  • Kepler Cheuvreux first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Kepler Cheuvreux's Morgan Stanley position peaked at $999K in Q4 2025.
  • 1,006 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kepler Cheuvreux's 13F filing for Q2 2026, filed 15 Jul 2026.