Morgan Stanley
TWO

Morgan Stanley’s Two Harbors Investment TWO Stock Holding History

Morgan Stanley’s Portfolio TWO Stock Details TWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.7M Sell
863,568
-312,233
-27% -$3.74M ﹤0.01% 3630
2026
Q1 		$13.4M Buy
1,175,801
+226,834
+24% +$2.54M ﹤0.01% 3310
2025
Q4 		$9.96M Buy
948,967
+283,599
+43% +$2.84M ﹤0.01% 3621
2025
Q3 		$6.57M Sell
665,368
-190,117
-22% -$1.91M ﹤0.01% 3923
2025
Q2 		$9.21M Sell
855,485
-104,943
-11% -$1.18M ﹤0.01% 3514
2025
Q1 		$12.8M Buy
960,428
+106,557
+12% +$1.38M ﹤0.01% 3114
2024
Q4 		$10.1M Sell
853,871
-225,442
-21% -$2.73M ﹤0.01% 3402
2024
Q3 		$15M Sell
1,079,313
-72,706
-6% -$991K ﹤0.01% 3084
2024
Q2 		$15.2M Sell
1,152,019
-154,672
-12% -$1.97M ﹤0.01% 2959
2024
Q1 		$17.3M Sell
1,306,691
-518,464
-28% -$6.75M ﹤0.01% 2859
2023
Q4 		$25.4M Buy
1,825,155
+904,779
+98% +$11.7M ﹤0.01% 2431
2023
Q3 		$12.2M Buy
920,376
+150,014
+19% +$2.01M ﹤0.01% 2935
2023
Q2 		$10.7M Sell
770,362
-91,259
-11% -$1.2M ﹤0.01% 3092
2023
Q1 		$12.7M Buy
861,621
+172,331
+25% +$2.8M ﹤0.01% 2910
2022
Q4 		$10.9M Buy
689,290
+2,902
+0.4% +$43.6K ﹤0.01% 2996
2022
Q3 		$9.12M Sell
686,388
-86,595
-11% -$1.68M ﹤0.01% 3083
2022
Q2 		$15.4M Buy
772,983
+127,925
+20% +$2.59M ﹤0.01% 2579
2022
Q1 		$14.3M Sell
645,058
-23,838
-4% -$518K ﹤0.01% 2476
2021
Q4 		$15.4M Sell
668,896
-256,672
-28% -$6.4M ﹤0.01% 2447
2021
Q3 		$23.5M Buy
925,568
+228,588
+33% +$6M ﹤0.01% 1925
2021
Q2 		$21.1M Buy
696,980
+419,295
+151% +$12.5M ﹤0.01% 2092
2021
Q1 		$8.14M Sell
277,685
-1,561
-0.6% -$42.8K ﹤0.01% 2862
2020
Q4 		$7.12M Buy
279,246
+41,239
+17% +$979K ﹤0.01% 2873
2020
Q3 		$4.85M Sell
238,007
-83,270
-26% -$1.77M ﹤0.01% 2744
2020
Q2 		$6.48M Sell
321,277
-158,563
-33% -$2.94M ﹤0.01% 2409
2020
Q1 		$7.31M Buy
479,840
+148,232
+45% +$7.57M ﹤0.01% 2073
2019
Q4 		$19.4M Sell
331,608
-8,676
-3% -$492K ﹤0.01% 1685
2019
Q3 		$17.9M Sell
340,284
-6,853
-2% -$361K ﹤0.01% 1578
2019
Q2 		$17.6M Buy
347,137
+1,871
+0.5% +$98.3K ﹤0.01% 1584
2019
Q1 		$18.7M Sell
345,266
-14,030
-4% -$785K 0.01% 1491
2018
Q4 		$18.5M Sell
359,296
-79,460
-18% -$4.53M 0.01% 1524
2018
Q3 		$26.2M Buy
438,756
+136,853
+45% +$8.53M 0.01% 1444
2018
Q2 		$19.1M Sell
301,903
-68,162
-18% -$4.27M 0.01% 1688
2018
Q1 		$22.8M Buy
370,065
+154,464
+72% +$9.49M 0.01% 1553
2017
Q4 		$14M Sell
215,601
-42,252
-16% -$2.96M ﹤0.01% 2047
2017
Q3 		$20.8M Sell
257,853
-52,558
-17% -$4.2M 0.01% 1542
2017
Q2 		$24.6M Buy
310,411
+60,994
+24% +$4.88M 0.01% 1354
2017
Q1 		$19.1M Sell
249,417
-16,822
-6% -$1.23M 0.01% 1615
2016
Q4 		$18.6M Sell
266,239
-522,945
-66% -$35.6M 0.01% 1603
2016
Q3 		$53.9M Buy
789,184
+59,862
+8% +$4.21M 0.02% 807
2016
Q2 		$49.9M Buy
729,322
+291,220
+66% +$19.2M 0.02% 800
2016
Q1 		$27.8M Buy
438,102
+346,847
+380% +$21.4M 0.01% 1111
2015
Q4 		$5.91M Sell
91,255
-375,840
-80% -$25.6M ﹤0.01% 2501
2015
Q3 		$33M Buy
467,095
+32,697
+8% +$2.55M 0.01% 1039
2015
Q2 		$33.8M Buy
434,398
+199,170
+85% +$16.8M 0.01% 1098
2015
Q1 		$20M Sell
235,228
-182,883
-44% -$15.2M 0.01% 1467
2014
Q4 		$33.5M Sell
418,111
-180,602
-30% -$14.7M 0.01% 1095
2014
Q3 		$46.3M Sell
598,713
-111,158
-16% -$9.24M 0.02% 858
2014
Q2 		$59.5M Buy
709,871
+164,206
+30% +$13.6M 0.02% 713
2014
Q1 		$44.7M Sell
545,665
-298,046
-35% -$24M 0.02% 804
2013
Q4 		$62.6M Buy
843,711
+417,413
+98% +$31.3M 0.03% 635
2013
Q3 		$33.1M Sell
426,298
-218,926
-34% -$17.2M 0.02% 892
2013
Q2 		$52.9M Buy
+645,224
New +$59.2M 0.03% 616

Other funds holding TWO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SGCM
Sand Grove Capital Management London, United Kingdom $383M AUM 123.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley's TWO Position: Q2 2026 in Review

Morgan Stanley reduced its Two Harbors Investment (TWO) stake by 27% in Q2 2026, selling an estimated $3.74M and leaving 863,568 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3630.

Morgan Stanley first reported a position in TWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $62.6M in Q4 2013. 232 funds tracked by Wall St. Rank hold TWO as of Q2 2026.

  • Morgan Stanley held 863,568 shares of Two Harbors Investment worth $10.7M as of Q2 2026.
  • Morgan Stanley sold 312,233 Two Harbors Investment shares in Q2 2026, an estimated $3.74M.
  • Two Harbors Investment made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3630 holding.
  • Morgan Stanley first reported a position in Two Harbors Investment in Q2 2013 and has held it in 53 quarters since.
  • Morgan Stanley's Two Harbors Investment position peaked at $62.6M in Q4 2013.
  • 232 funds tracked by Wall St. Rank held Two Harbors Investment as of Q2 2026.

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