Meridian Investment Counsel’s Morgan Stanley MS Stock Holding History

Meridian Investment Counsel’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	$1.4M	Hold	6,710	–	–	0.3%	96
2026 Q1	$1.1M	Sell	6,710 -25	-0.4%	-$4.33K	0.26%	106
2025 Q4	$1.2M	Hold	6,735	–	–	0.29%	102
2025 Q3	$1.07M	Hold	6,735	–	–	0.26%	102
2025 Q2	$949K	Hold	6,735	–	–	0.26%	107
2025 Q1	$786K	Hold	6,735	–	–	0.23%	109
2024 Q4	$847K	Hold	6,735	–	–	0.25%	101
2024 Q3	$702K	Sell	6,735 -450	-6%	-$45.3K	0.21%	114
2024 Q2	$698K	Buy	7,185 +75	+1%	+$7.14K	0.22%	114
2024 Q1	$669K	Sell	7,110 -175	-2%	-$15.4K	0.22%	107
2023 Q4	$679K	Sell	7,285 -450	-6%	-$36K	0.23%	105
2023 Q3	$632K	Sell	7,735 -78	-1%	-$6.77K	0.24%	102
2023 Q2	$667K	Hold	7,813	–	–	0.24%	101
2023 Q1	$686K	Sell	7,813 -43	-0.5%	-$4.01K	0.26%	97
2022 Q4	$668K	Hold	7,856	–	–	0.27%	98
2022 Q3	$621K	Buy	7,856 +60	+0.8%	+$5.06K	0.28%	95
2022 Q2	$593K	Hold	7,796	–	–	0.24%	106
2022 Q1	$681K	Hold	7,796	–	–	0.24%	107
2021 Q4	$765K	Hold	7,796	–	–	0.25%	101
2021 Q3	$759K	Hold	7,796	–	–	0.28%	94
2021 Q2	$715K	Hold	7,796	–	–	0.25%	96
2021 Q1	$605K	Hold	7,796	–	–	0.23%	102
2020 Q4	$534K	Buy	+7,796	New	+$447K	0.23%	105

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Meridian Investment Counsel's MS Position: Q2 2026 in Review

Meridian Investment Counsel held its Morgan Stanley (MS) position steady in Q2 2026 at 6,710 shares worth $1.4M. The position accounts for 0.3% of the portfolio, ranked #96.

Meridian Investment Counsel first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Meridian Investment Counsel held 6,710 shares of Morgan Stanley worth $1.4M as of Q2 2026.
Meridian Investment Counsel left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.3% of Meridian Investment Counsel's portfolio in Q2 2026, its #96 holding.
Meridian Investment Counsel first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.