MSG
MS icon

Main Street Group’s Morgan Stanley MS Stock Holding History

Main Street Group’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 		$64.2K Hold
307
– – 0.02% 233
2026
Q1 		$50.5K Buy
+307
New +$53.1K 0.01% 253
2025
Q4 		– Sell
-239
Closed -$38K – 408
2025
Q3 		$38K Hold
239
– – 0.01% 288
2025
Q2 		$33.7K Sell
239
-68
-22% -$8.35K 0.01% 296
2025
Q1 		$35.7K Buy
307
+68
+28% +$8.76K 0.01% 300
2024
Q4 		$30K Hold
239
– – 0.01% 327
2024
Q3 		$24.9K Hold
239
– – 0.01% 364
2024
Q2 		$23.7K Sell
239
-65
-21% -$6.19K 0.01% 382
2024
Q1 		$28.5K Hold
304
– – 0.01% 371
2023
Q4 		$28.4K Buy
+304
New +$24.3K 0.01% 541

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

Main Street Group's MS Position: Q2 2026 in Review

Main Street Group held its Morgan Stanley (MS) position steady in Q2 2026 at 307 shares worth $64.2K. The position accounts for 0.02% of the portfolio, ranked #233.

Main Street Group first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 878 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Main Street Group held 307 shares of Morgan Stanley worth $64.2K as of Q2 2026.
  • Main Street Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Main Street Group's portfolio in Q2 2026, its #233 holding.
  • Main Street Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
  • 878 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.