Morgan Stanley
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Morgan Stanley’s Alerus Financial ALRS Stock Holding History

Morgan Stanley’s Portfolio ALRS Stock Details ALRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.38M Sell
237,432
-35,557
-13% -$977K ﹤0.01% 3949
2026
Q1 		$6.47M Sell
272,989
-31,613
-10% -$766K ﹤0.01% 3927
2025
Q4 		$6.86M Sell
304,602
-3,654
-1% -$79.7K ﹤0.01% 3940
2025
Q3 		$6.82M Buy
308,256
+50,498
+20% +$1.12M ﹤0.01% 3893
2025
Q2 		$5.58M Buy
257,758
+175,942
+215% +$3.52M ﹤0.01% 3976
2025
Q1 		$1.51M Sell
81,816
-13,345
-14% -$265K ﹤0.01% 4778
2024
Q4 		$1.83M Buy
95,161
+15,543
+20% +$342K ﹤0.01% 4762
2024
Q3 		$1.82M Buy
79,618
+20,918
+36% +$447K ﹤0.01% 4713
2024
Q2 		$1.15M Sell
58,700
-505
-0.9% -$9.96K ﹤0.01% 4874
2024
Q1 		$1.29M Sell
59,205
-31,687
-35% -$695K ﹤0.01% 4836
2023
Q4 		$2.04M Buy
90,892
+37,285
+70% +$704K ﹤0.01% 4497
2023
Q3 		$975K Sell
53,607
-1,866
-3% -$35.1K ﹤0.01% 4817
2023
Q2 		$997K Sell
55,473
-2,175
-4% -$35.2K ﹤0.01% 4830
2023
Q1 		$925K Buy
57,648
+44,380
+334% +$879K ﹤0.01% 4906
2022
Q4 		$310K Sell
13,268
-13,538
-51% -$307K ﹤0.01% 5475
2022
Q3 		$593K Sell
26,806
-5,279
-16% -$125K ﹤0.01% 5178
2022
Q2 		$764K Sell
32,085
-12,360
-28% -$313K ﹤0.01% 5188
2022
Q1 		$1.23M Buy
44,445
+20,579
+86% +$594K ﹤0.01% 4857
2021
Q4 		$699K Buy
23,866
+226
+1% +$7.09K ﹤0.01% 5337
2021
Q3 		$706K Sell
23,640
-475
-2% -$13.7K ﹤0.01% 5291
2021
Q2 		$700K Sell
24,115
-109
-0.4% -$3.41K ﹤0.01% 5306
2021
Q1 		$721K Sell
24,224
-25,374
-51% -$740K ﹤0.01% 4937
2020
Q4 		$1.36M Buy
49,598
+33,283
+204% +$801K ﹤0.01% 4462
2020
Q3 		$320K Buy
16,315
+1,191
+8% +$24.1K ﹤0.01% 4867
2020
Q2 		$299K Buy
15,124
+4,071
+37% +$73.3K ﹤0.01% 4881
2020
Q1 		$183K Buy
11,053
+6,734
+156% +$135K ﹤0.01% 4901
2019
Q4 		$99K Buy
+4,319
New +$94.8K ﹤0.01% 5658

Other funds holding ALRS

AF
Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $721M AUM 63.77% 1-Year Est. Return

Morgan Stanley's ALRS Position: Q2 2026 in Review

Morgan Stanley reduced its Alerus Financial (ALRS) stake by 13% in Q2 2026, selling an estimated $977K and leaving 237,432 shares worth $7.38M. The position accounts for ﹤0.01% of the portfolio, ranked #3949.

Morgan Stanley first reported a position in ALRS in Q4 2019 and has held it in 27 quarters since. 161 funds tracked by Wall St. Rank hold ALRS as of Q2 2026.

  • Morgan Stanley held 237,432 shares of Alerus Financial worth $7.38M as of Q2 2026.
  • Morgan Stanley sold 35,557 Alerus Financial shares in Q2 2026, an estimated $977K.
  • Alerus Financial made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3949 holding.
  • Morgan Stanley first reported a position in Alerus Financial in Q4 2019 and has held it in 27 quarters since.
  • 161 funds tracked by Wall St. Rank held Alerus Financial as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.