Marquette Asset Management’s Morgan Stanley MS Stock Holding History

Marquette Asset Management’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	$27K	Buy	129 +76	+143%	+$15.1K	﹤0.01%	208
2026 Q1	$8.72K	Sell	53 -179	-77%	-$31K	﹤0.01%	274
2025 Q4	$41.2K	Buy	232 +114	+97%	+$19K	0.01%	115
2025 Q3	$18.8K	Buy	+118	New	+$17.4K	﹤0.01%	153
2023 Q4	–	Sell	-155	Closed	-$12.7K	–	258
2023 Q3	$12.7K	Hold	155	–	–	﹤0.01%	205
2023 Q2	$13.2K	Buy	+155	New	+$13.3K	﹤0.01%	212
2022 Q3	–	Sell	-8	Closed	-$1K	–	333
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	267
2022 Q1	$1K	Buy	+8	New	+$772	﹤0.01%	326
2019 Q2	–	Sell	-140	Closed	-$6K	–	281
2019 Q1	$6K	Buy	+140	New	+$5.89K	﹤0.01%	274

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marquette Asset Management's MS Position: Q2 2026 in Review

Marquette Asset Management increased its Morgan Stanley (MS) stake by 143% in Q2 2026, buying an estimated $15.1K and bringing the position to 129 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Marquette Asset Management first reported a position in MS in Q1 2019 and has held it in 9 quarters since. The position peaked at $41.2K in Q4 2025. 866 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Marquette Asset Management held 129 shares of Morgan Stanley worth $27K as of Q2 2026.
Marquette Asset Management bought 76 Morgan Stanley shares in Q2 2026, an estimated $15.1K.
Morgan Stanley made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #208 holding.
Marquette Asset Management first reported a position in Morgan Stanley in Q1 2019 and has held it in 9 quarters since.
Marquette Asset Management's Morgan Stanley position peaked at $41.2K in Q4 2025.
866 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.