MIM
MS icon

Merrion Investment Management’s Morgan Stanley MS Stock Holding History

Merrion Investment 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 		$523K Hold
2,500
– – 0.25% 74
2026
Q1 		$411K Buy
2,500
+500
+25% +$86.6K 0.22% 81
2025
Q4 		$355K Hold
2,000
– – 0.19% 89
2025
Q3 		$318K Hold
2,000
– – 0.18% 90
2025
Q2 		$282K Hold
2,000
– – 0.18% 90
2025
Q1 		$233K Hold
2,000
– – 0.17% 92
2024
Q4 		$251K Hold
2,000
– – 0.17% 88
2024
Q3 		$208K Buy
+2,000
New +$201K 0.14% 100
2021
Q1 		– Sell
-2,000
Closed -$137K – 180
2020
Q4 		$137K Buy
+2,000
New +$115K 0.12% 97

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merrion Investment Management's MS Position: Q2 2026 in Review

Merrion Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 2,500 shares worth $523K. The position accounts for 0.25% of the portfolio, ranked #74.

Merrion Investment Management first reported a position in MS in Q4 2020 and has held it in 9 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Merrion Investment Management held 2,500 shares of Morgan Stanley worth $523K as of Q2 2026.
  • Merrion Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.25% of Merrion Investment Management's portfolio in Q2 2026, its #74 holding.
  • Merrion Investment Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 9 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.