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Marino Stram & Associates’s Morgan Stanley MS Stock Holding History

Marino Stram & 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 		$787K Sell
3,764
-2
-0.1% -$396 0.13% 99
2026
Q1 		$620K Buy
3,766
+89
+2% +$15.4K 0.11% 105
2025
Q4 		$653K Buy
3,677
+10
+0.3% +$1.67K 0.12% 107
2025
Q3 		$583K Buy
3,667
+10
+0.3% +$1.48K 0.1% 116
2025
Q2 		$515K Sell
3,657
-132
-3% -$16.2K 0.1% 114
2025
Q1 		$442K Buy
3,789
+1
+0% +$129 0.1% 113
2024
Q4 		$476K Sell
3,788
-14
-0.4% -$1.72K 0.11% 111
2024
Q3 		$396K Hold
3,802
– – 0.09% 119
2024
Q2 		$370K Sell
3,802
-1,795
-32% -$171K 0.09% 118
2024
Q1 		$527K Sell
5,597
-2,250
-29% -$198K 0.12% 109
2023
Q4 		$732K Sell
7,847
-1,333
-15% -$107K 0.19% 85
2023
Q3 		$750K Buy
9,180
+445
+5% +$38.6K 0.22% 72
2023
Q2 		$746K Buy
8,735
+2,147
+33% +$184K 0.21% 74
2023
Q1 		$578K Sell
6,588
-1,696
-20% -$158K 0.17% 86
2022
Q4 		$704K Buy
8,284
+194
+2% +$16.5K 0.22% 72
2022
Q3 		$639K Buy
8,090
+420
+5% +$35.4K 0.23% 70
2022
Q2 		$583K Buy
7,670
+262
+4% +$21.5K 0.2% 79
2022
Q1 		$647K Buy
7,408
+664
+10% +$64.1K 0.2% 83
2021
Q4 		$662K Buy
6,744
+2,073
+44% +$206K 0.2% 83
2021
Q3 		$455K Buy
+4,671
New +$463K 0.16% 97
2021
Q2 		– Sell
-4,589
Closed -$356K – 284
2021
Q1 		$356K Buy
+4,589
New +$352K 0.14% 105
2019
Q2 		– Sell
-105
Closed -$4K – 388
2019
Q1 		$4K Buy
105
+33
+46% +$1.39K ﹤0.01% 421
2018
Q4 		$3K Buy
72
+58
+414% +$2.53K ﹤0.01% 423
2018
Q3 		$1K Hold
14
– – ﹤0.01% 445
2018
Q2 		$1K Sell
14
-94
-87% -$4.91K ﹤0.01% 446
2018
Q1 		$6K Hold
108
– – 0.01% 365
2017
Q4 		$6K Buy
+108
New +$5.46K 0.01% 364

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
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

Marino Stram & Associates's MS Position: Q2 2026 in Review

Marino Stram & Associates reduced its Morgan Stanley (MS) stake by 0.05% in Q2 2026, selling an estimated $396 and leaving 3,764 shares worth $787K. The position accounts for 0.13% of the portfolio, ranked #99.

Marino Stram & Associates first reported a position in MS in Q4 2017 and has held it in 27 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Marino Stram & Associates held 3,764 shares of Morgan Stanley worth $787K as of Q2 2026.
  • Marino Stram & Associates sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up 0.13% of Marino Stram & Associates's portfolio in Q2 2026, its #99 holding.
  • Marino Stram & Associates first reported a position in Morgan Stanley in Q4 2017 and has held it in 27 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.