Mesirow Financial Investment Management’s Morgan Stanley MS Stock Holding History

Mesirow Financial 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	$2.59M	Sell	12,376 -10,438	-46%	-$2.07M	0.04%	191
2026 Q1	$3.75M	Buy	22,814 +13,088	+135%	+$2.27M	0.06%	157
2025 Q4	$1.73M	Sell	9,726 -480	-5%	-$80.1K	0.04%	195
2025 Q3	$1.62M	Sell	10,206 -89	-0.9%	-$13.1K	0.03%	213
2025 Q2	$1.45M	Sell	10,295 -353	-3%	-$43.4K	0.03%	225
2025 Q1	$1.24M	Buy	10,648 +667	+7%	+$85.9K	0.02%	242
2024 Q4	$1.25M	Sell	9,981 -377	-4%	-$46.4K	0.02%	239
2024 Q3	$1.08M	Buy	10,358 +2,019	+24%	+$203K	0.02%	261
2024 Q2	$811K	Sell	8,339 -1,017	-11%	-$96.8K	0.02%	269
2024 Q1	$881K	Buy	9,356 +3,238	+53%	+$285K	0.02%	268
2023 Q4	$570K	Buy	+6,118	New	+$489K	0.02%	293

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

Mesirow Financial Investment Management's MS Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its Morgan Stanley (MS) stake by 46% in Q2 2026, selling an estimated $2.07M and leaving 12,376 shares worth $2.59M. The position accounts for 0.04% of the portfolio, ranked #191.

Mesirow Financial Investment Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.75M in Q1 2026. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Mesirow Financial Investment Management held 12,376 shares of Morgan Stanley worth $2.59M as of Q2 2026.
Mesirow Financial Investment Management sold 10,438 Morgan Stanley shares in Q2 2026, an estimated $2.07M.
Morgan Stanley made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #191 holding.
Mesirow Financial Investment Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Morgan Stanley position peaked at $3.75M in Q1 2026.
935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.