Morgan Stanley
SRI icon

Morgan Stanley’s Stoneridge SRI Stock Holding History

Morgan Stanley’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.88M Buy
256,804
+15,329
+6% +$105K ﹤0.01% 4887
2026
Q1 		$1.17M Sell
241,475
-134,604
-36% -$923K ﹤0.01% 5057
2025
Q4 		$2.18M Sell
376,079
-155,724
-29% -$980K ﹤0.01% 4746
2025
Q3 		$4.05M Sell
531,803
-44,084
-8% -$349K ﹤0.01% 4317
2025
Q2 		$4.05M Sell
575,887
-1,879
-0.3% -$9.2K ﹤0.01% 4225
2025
Q1 		$2.65M Buy
577,766
+149,319
+35% +$759K ﹤0.01% 4428
2024
Q4 		$2.69M Buy
428,447
+183,104
+75% +$1.41M ﹤0.01% 4487
2024
Q3 		$2.75M Sell
245,343
-37,059
-13% -$529K ﹤0.01% 4430
2024
Q2 		$4.51M Buy
282,402
+31,870
+13% +$510K ﹤0.01% 3973
2024
Q1 		$4.62M Buy
250,532
+40,940
+20% +$727K ﹤0.01% 3970
2023
Q4 		$4.1M Buy
209,592
+68,966
+49% +$1.2M ﹤0.01% 4068
2023
Q3 		$2.82M Buy
140,626
+5,301
+4% +$108K ﹤0.01% 4147
2023
Q2 		$2.55M Buy
135,325
+3,851
+3% +$67.5K ﹤0.01% 4264
2023
Q1 		$2.46M Buy
131,474
+1,273
+1% +$27.3K ﹤0.01% 4323
2022
Q4 		$2.81M Buy
130,201
+9,873
+8% +$211K ﹤0.01% 4224
2022
Q3 		$2.04M Buy
120,328
+36,915
+44% +$694K ﹤0.01% 4421
2022
Q2 		$1.43M Buy
83,413
+74,100
+796% +$1.41M ﹤0.01% 4769
2022
Q1 		$194K Sell
9,313
-24,725
-73% -$455K ﹤0.01% 5942
2021
Q4 		$672K Sell
34,038
-62,279
-65% -$1.32M ﹤0.01% 5370
2021
Q3 		$1.96M Buy
96,317
+22,381
+30% +$554K ﹤0.01% 4601
2021
Q2 		$2.18M Sell
73,936
-54,337
-42% -$1.72M ﹤0.01% 4561
2021
Q1 		$4.08M Buy
128,273
+65,644
+105% +$2.07M ﹤0.01% 3619
2020
Q4 		$1.89M Buy
62,629
+32,227
+106% +$835K ﹤0.01% 4205
2020
Q3 		$559K Sell
30,402
-28,719
-49% -$586K ﹤0.01% 4580
2020
Q2 		$1.22M Sell
59,121
-64,048
-52% -$1.2M ﹤0.01% 4014
2020
Q1 		$2.06M Buy
123,169
+48,161
+64% +$1.19M ﹤0.01% 3341
2019
Q4 		$2.2M Buy
75,008
+29,866
+66% +$919K ﹤0.01% 3960
2019
Q3 		$1.4M Buy
45,142
+36,336
+413% +$1.14M ﹤0.01% 4080
2019
Q2 		$278K Sell
8,806
-3,843
-30% -$114K ﹤0.01% 4874
2019
Q1 		$365K Sell
12,649
-293,204
-96% -$8.02M ﹤0.01% 4738
2018
Q4 		$7.54M Sell
305,853
-90,033
-23% -$2.29M ﹤0.01% 2430
2018
Q3 		$11.8M Buy
395,886
+95,301
+32% +$3.02M ﹤0.01% 2250
2018
Q2 		$10.6M Sell
300,585
-13,519
-4% -$411K ﹤0.01% 2321
2018
Q1 		$8.67M Sell
314,104
-22,650
-7% -$553K ﹤0.01% 2474
2017
Q4 		$7.7M Buy
336,754
+249,614
+286% +$5.58M ﹤0.01% 2656
2017
Q3 		$1.73M Buy
87,140
+8,338
+11% +$138K ﹤0.01% 4023
2017
Q2 		$1.21M Sell
78,802
-40,436
-34% -$678K ﹤0.01% 4232
2017
Q1 		$2.16M Buy
119,238
+1,725
+1% +$30.4K ﹤0.01% 3745
2016
Q4 		$2.08M Buy
117,513
+61,847
+111% +$1.05M ﹤0.01% 3892
2016
Q3 		$1.02M Buy
55,666
+5,308
+11% +$91.5K ﹤0.01% 4017
2016
Q2 		$752K Sell
50,358
-15,720
-24% -$237K ﹤0.01% 4182
2016
Q1 		$962K Buy
66,078
+52,226
+377% +$657K ﹤0.01% 3970
2015
Q4 		$205K Sell
13,852
-5,724
-29% -$76.9K ﹤0.01% 5072
2015
Q3 		$242K Sell
19,576
-20,415
-51% -$242K ﹤0.01% 4995
2015
Q2 		$468K Buy
39,991
+30,857
+338% +$373K ﹤0.01% 4763
2015
Q1 		$104K Sell
9,134
-802
-8% -$9.63K ﹤0.01% 5510
2014
Q4 		$127K Sell
9,936
-4,747
-32% -$55.5K ﹤0.01% 5449
2014
Q3 		$166K Sell
14,683
-4,499
-23% -$52.4K ﹤0.01% 5235
2014
Q2 		$206K Sell
19,182
-40,602
-68% -$426K ﹤0.01% 5141
2014
Q1 		$672K Buy
59,784
+4,411
+8% +$49.6K ﹤0.01% 4340
2013
Q4 		$706K Sell
55,373
-40,197
-42% -$499K ﹤0.01% 4216
2013
Q3 		$1.03M Buy
95,570
+20,761
+28% +$257K ﹤0.01% 3760
2013
Q2 		$872K Buy
+74,809
New +$693K ﹤0.01% 3833

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
2L
22NW LP Seattle, Washington $105M AUM 38.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EMCIP
Ewing Morris & Co Investment Partners Toronto, Ontario, Canada $191M AUM 23.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ACA
AYAL Capital Advisors Toronto, Ontario, Canada $370M AUM 52.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Morgan Stanley's SRI Position: Q2 2026 in Review

Morgan Stanley increased its Stoneridge (SRI) stake by 6.3% in Q2 2026, buying an estimated $105K and bringing the position to 256,804 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #4887.

Morgan Stanley first reported a position in SRI in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.8M in Q3 2018. 112 funds tracked by Wall St. Rank hold SRI as of Q2 2026.

  • Morgan Stanley held 256,804 shares of Stoneridge worth $1.88M as of Q2 2026.
  • Morgan Stanley bought 15,329 Stoneridge shares in Q2 2026, an estimated $105K.
  • Stoneridge made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4887 holding.
  • Morgan Stanley first reported a position in Stoneridge in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Stoneridge position peaked at $11.8M in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Stoneridge as of Q2 2026.

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