Marest Capital
MS icon

Marest Capital’s Morgan Stanley MS Stock Holding History

Marest Capital’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
Q3 		$463K Buy
2,456
+6
+0.2% +$1.28K 0.23% 17
2026
Q2 		$512K Buy
2,450
+13
+0.5% +$2.57K 0.26% 18
2026
Q1 		$401K Buy
+2,437
New +$422K 0.23% 20
2024
Q2 		– Sell
-3,855
Closed -$363K – 23
2024
Q1 		$363K Buy
+3,855
New +$339K 0.33% 18

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Marest Capital's MS Position: Q3 2026 in Review

Marest Capital increased its Morgan Stanley (MS) stake by 0.24% in Q3 2026, buying an estimated $1.28K and bringing the position to 2,456 shares worth $463K. The position accounts for 0.23% of the portfolio, ranked #17.

Marest Capital first reported a position in MS in Q1 2024 and has held it in 4 quarters since. The position peaked at $512K in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Marest Capital held 2,456 shares of Morgan Stanley worth $463K as of Q3 2026.
  • Marest Capital bought 6 Morgan Stanley shares in Q3 2026, an estimated $1.28K.
  • Morgan Stanley made up 0.23% of Marest Capital's portfolio in Q3 2026, its #17 holding.
  • Marest Capital first reported a position in Morgan Stanley in Q1 2024 and has held it in 4 quarters since.
  • Marest Capital's Morgan Stanley position peaked at $512K in Q2 2026.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Marest Capital's 13F filing for Q3 2026, filed 23 Oct 2026.