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NEOS Investment Management’s Morgan Stanley MS Stock Holding History

NEOS 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 		$40.8M Buy
194,970
+21,350
+12% +$4.23M 0.15% 115
2026
Q1 		$28.6M Buy
173,620
+5,776
+3% +$1,000K 0.14% 119
2025
Q4 		$29.8M Buy
167,844
+14,701
+10% +$2.45M 0.17% 109
2025
Q3 		$24.3M Buy
153,143
+50,181
+49% +$7.41M 0.18% 104
2025
Q2 		$14.5M Buy
102,962
+21,405
+26% +$2.63M 0.18% 109
2025
Q1 		$9.52M Buy
81,557
+4,166
+5% +$537K 0.18% 117
2024
Q4 		$9.73M Buy
77,391
+18,565
+32% +$2.29M 0.23% 85
2024
Q3 		$6.13M Buy
58,826
+12,180
+26% +$1.23M 0.19% 104
2024
Q2 		$4.53M Buy
46,646
+14,940
+47% +$1.42M 0.19% 100
2024
Q1 		$2.99M Buy
31,706
+13,793
+77% +$1.21M 0.19% 108
2023
Q4 		$1.67M Buy
17,913
+3,761
+27% +$301K 0.16% 129
2023
Q3 		$1.16M Buy
+14,152
New +$1.23M 0.15% 135

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

NEOS Investment Management increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $4.23M and bringing the position to 194,970 shares worth $40.8M. The position accounts for 0.15% of the portfolio, ranked #115.

NEOS Investment Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • NEOS Investment Management held 194,970 shares of Morgan Stanley worth $40.8M as of Q2 2026.
  • NEOS Investment Management bought 21,350 Morgan Stanley shares in Q2 2026, an estimated $4.23M.
  • Morgan Stanley made up 0.15% of NEOS Investment Management's portfolio in Q2 2026, its #115 holding.
  • NEOS Investment Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.