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Matthew Hamilton Rosenberg’s Morgan Stanley MS Stock Holding History

Matthew Hamilton Rosenberg’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 		$774K Buy
4,114
+47
+1% +$10K 0.14% 76
2026
Q2 		$850K Buy
4,067
+151
+4% +$29.9K 0.16% 65
2026
Q1 		$644K Buy
3,916
+204
+5% +$35.3K 0.13% 69
2025
Q4 		$659K Sell
3,712
-9
-0.2% -$1.5K 0.14% 68
2025
Q3 		$591K Hold
3,721
– – 0.13% 76
2025
Q2 		$524K Sell
3,721
-453
-11% -$55.6K 0.12% 79
2025
Q1 		$487K Buy
4,174
+209
+5% +$26.9K 0.12% 78
2024
Q4 		$498K Buy
3,965
+217
+6% +$26.7K 0.13% 73
2024
Q3 		$391K Buy
3,748
+96
+3% +$9.7K 0.1% 93
2024
Q2 		$362K Sell
3,652
-109
-3% -$10.4K 0.11% 98
2024
Q1 		$352K Buy
3,761
+2
+0.1% +$176 0.1% 101
2023
Q4 		$351K Sell
3,759
-95
-2% -$7.6K 0.11% 99
2023
Q3 		$315K Sell
3,854
-68
-2% -$5.9K 0.1% 100
2023
Q2 		$335K Hold
3,922
– – 0.11% 99
2023
Q1 		$344K Buy
3,922
+138
+4% +$12.9K 0.11% 104
2022
Q4 		$322K Sell
3,784
-90
-2% -$7.67K 0.11% 117
2022
Q3 		$306K Buy
3,874
+22
+0.6% +$1.85K 0.12% 105
2022
Q2 		$296K Sell
3,852
-620
-14% -$50.8K 0.11% 112
2022
Q1 		$391K Buy
4,472
+140
+3% +$13.5K 0.14% 91
2021
Q4 		$425K Buy
4,332
+93
+2% +$9.26K 0.15% 81
2021
Q3 		$412K Buy
4,239
+618
+17% +$61.2K 0.16% 73
2021
Q2 		$332K Hold
3,621
– – 0.17% 67
2021
Q1 		$281K Buy
3,621
+192
+6% +$14.7K 0.16% 80
2020
Q4 		$235K Buy
3,429
+2,332
+213% +$134K 0.15% 89
2020
Q3 		$53K Hold
1,097
– – 0.04% 298
2020
Q2 		$53K Hold
1,097
– – 0.04% 296
2020
Q1 		$38K Buy
+1,097
New +$51.7K 0.04% 299

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 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
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Matthew Hamilton Rosenberg's MS Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its Morgan Stanley (MS) stake by 1.2% in Q3 2026, buying an estimated $10K and bringing the position to 4,114 shares worth $774K. The position accounts for 0.14% of the portfolio, ranked #76.

Matthew Hamilton Rosenberg first reported a position in MS in Q1 2020 and has held it in 27 quarters since. The position peaked at $850K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Matthew Hamilton Rosenberg held 4,114 shares of Morgan Stanley worth $774K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 47 Morgan Stanley shares in Q3 2026, an estimated $10K.
  • Morgan Stanley made up 0.14% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #76 holding.
  • Matthew Hamilton Rosenberg first reported a position in Morgan Stanley in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Morgan Stanley position peaked at $850K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.