Knights of Columbus Asset Advisors’s Morgan Stanley MS Stock Holding History

Knights of Columbus Asset Advisors’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	$19.5M	Buy	93,306 +1,246	+1%	+$247K	0.98%	18
2026 Q1	$15.2M	Buy	92,060 +78,474	+578%	+$13.6M	0.86%	22
2025 Q4	$2.41M	Buy	13,586 +552	+4%	+$92.1K	0.14%	165
2025 Q3	$2.07M	Buy	+13,034	New	+$1.92M	0.12%	188
2024 Q1	–	Sell	-77,064	Closed	-$7.19M	–	395
2023 Q4	$7.19M	Buy	77,064 +988	+1%	+$79K	0.46%	52
2023 Q3	$6.21M	Buy	76,076 +193	+0.3%	+$16.8K	0.57%	37
2023 Q2	$6.48M	Buy	75,883 +831	+1%	+$71.1K	0.58%	30
2023 Q1	$6.59M	Buy	75,052 +465	+0.6%	+$43.4K	0.65%	22
2022 Q4	$6.34M	Sell	74,587 -8,681	-10%	-$740K	0.66%	26
2022 Q3	$6.58M	Sell	83,268 -7,263	-8%	-$612K	0.67%	26
2022 Q2	$6.89M	Sell	90,531 -7,355	-8%	-$602K	0.69%	32
2022 Q1	$8.55M	Buy	97,886 +1,816	+2%	+$175K	0.73%	26
2021 Q4	$9.43M	Buy	96,070 +87,954	+1,084%	+$8.76M	0.76%	20
2021 Q3	$790K	Buy	8,116 +2,668	+49%	+$264K	0.07%	232
2021 Q2	$500K	Sell	5,448 -4,241	-44%	-$364K	0.05%	241
2021 Q1	$752K	Sell	9,689 -3,168	-25%	-$243K	0.07%	253
2020 Q4	$881K	Buy	12,857 +11	+0.1%	+$631	0.09%	254
2020 Q3	$621K	Sell	12,846 -14,643	-53%	-$738K	0.08%	257
2020 Q2	$1.33M	Sell	27,489 -121,246	-82%	-$5.09M	0.16%	205
2020 Q1	$5.06M	Buy	148,735 +11,453	+8%	+$539K	0.64%	33
2019 Q4	$7.02M	Buy	137,282 +25,282	+23%	+$1.2M	0.62%	25
2019 Q3	$4.78M	Buy	112,000 +12,150	+12%	+$519K	1.82%	12
2019 Q2	$4.37M	Buy	99,850 +7,000	+8%	+$312K	1.72%	14
2019 Q1	$3.92M	Buy	92,850 +5,700	+7%	+$240K	1.58%	12
2018 Q4	$3.46M	Buy	87,150 +10,550	+14%	+$460K	1.58%	13
2018 Q3	$3.57M	Sell	76,600 -7,250	-9%	-$354K	1.44%	19
2018 Q2	$3.97M	Sell	83,850 -16,100	-16%	-$841K	1.93%	11
2018 Q1	$5.39M	Buy	99,950 +32,650	+49%	+$1.81M	2.46%	5
2017 Q4	$3.53M	Sell	67,300 -4,500	-6%	-$228K	2.28%	7
2017 Q3	$3.46M	Sell	71,800 -6,400	-8%	-$297K	2.33%	6
2017 Q2	$3.48M	Sell	78,200 -2,450	-3%	-$106K	2.41%	8
2017 Q1	$3.46M	Buy	+80,650	New	+$3.58M	2.44%	5

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

Knights of Columbus Asset Advisors's MS Position: Q2 2026 in Review

Knights of Columbus Asset Advisors increased its Morgan Stanley (MS) stake by 1.4% in Q2 2026, buying an estimated $247K and bringing the position to 93,306 shares worth $19.5M. The position accounts for 0.98% of the portfolio, ranked #18.

Knights of Columbus Asset Advisors first reported a position in MS in Q1 2017 and has held it in 32 quarters since. 1,250 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Knights of Columbus Asset Advisors held 93,306 shares of Morgan Stanley worth $19.5M as of Q2 2026.
Knights of Columbus Asset Advisors bought 1,246 Morgan Stanley shares in Q2 2026, an estimated $247K.
Morgan Stanley made up 0.98% of Knights of Columbus Asset Advisors's portfolio in Q2 2026, its #18 holding.
Knights of Columbus Asset Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 32 quarters since.
1,250 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Knights of Columbus Asset Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.