New York State Common Retirement Fund’s Morgan Stanley MS Stock Holding History

New York State Common Retirement Fund’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	$301M	Sell	1,438,355 -99,000	-6%	-$19.6M	0.38%	44
2026 Q1	$253M	Sell	1,537,355 -19,200	-1%	-$3.32M	0.35%	47
2025 Q4	$276M	Sell	1,556,555 -13,700	-0.9%	-$2.29M	0.37%	41
2025 Q3	$250M	Buy	1,570,255 +57,591	+4%	+$8.5M	0.32%	45
2025 Q2	$213M	Sell	1,512,664 -11,539	-0.8%	-$1.42M	0.28%	63
2025 Q1	$178M	Sell	1,524,203 -104,100	-6%	-$13.4M	0.26%	77
2024 Q4	$205M	Buy	1,628,303 +129,800	+9%	+$16M	0.27%	63
2024 Q3	$156M	Sell	1,498,503 -103,104	-6%	-$10.4M	0.21%	89
2024 Q2	$156M	Sell	1,601,607 -31,403	-2%	-$2.99M	0.2%	89
2024 Q1	$154M	Sell	1,633,010 -73,600	-4%	-$6.48M	0.2%	93
2023 Q4	$159M	Sell	1,706,610 -382,760	-18%	-$30.6M	0.22%	91
2023 Q3	$171M	Sell	2,089,370 -137,986	-6%	-$12M	0.25%	78
2023 Q2	$190M	Sell	2,227,356 -81,340	-4%	-$6.96M	0.24%	76
2023 Q1	$203M	Buy	2,308,696 +53,127	+2%	+$4.96M	0.27%	73
2022 Q4	$192M	Sell	2,255,569 -25,440	-1%	-$2.17M	0.26%	87
2022 Q3	$180M	Sell	2,281,009 -850,830	-27%	-$71.7M	0.26%	74
2022 Q2	$238M	Sell	3,131,839 -189,593	-6%	-$15.5M	0.31%	64
2022 Q1	$290M	Buy	3,321,432 +68,890	+2%	+$6.65M	0.31%	57
2021 Q4	$319M	Sell	3,252,542 -190,457	-6%	-$19M	0.32%	57
2021 Q3	$335M	Sell	3,442,999 -232,740	-6%	-$23.1M	0.36%	51
2021 Q2	$337M	Buy	3,675,739 +153,753	+4%	+$13.2M	0.35%	52
2021 Q1	$274M	Sell	3,521,986 -642,061	-15%	-$49.2M	0.3%	67
2020 Q4	$285M	Buy	4,164,047 +79,128	+2%	+$4.54M	0.32%	59
2020 Q3	$198M	Sell	4,084,919 -352,800	-8%	-$17.8M	0.24%	79
2020 Q2	$214M	Buy	4,437,719 +1,133,178	+34%	+$47.6M	0.27%	66
2020 Q1	$112M	Sell	3,304,541 -52,062	-2%	-$2.45M	0.17%	122
2019 Q4	$172M	Sell	3,356,603 -35,523	-1%	-$1.68M	0.2%	94
2019 Q3	$145M	Sell	3,392,126 -121,473	-3%	-$5.19M	0.18%	106
2019 Q2	$154M	Buy	3,513,599 +142,096	+4%	+$6.34M	0.19%	97
2019 Q1	$142M	Buy	3,371,503 +1,700	+0.1%	+$71.5K	0.18%	106
2018 Q4	$134M	Sell	3,369,803 -44,597	-1%	-$1.95M	0.19%	100
2018 Q3	$159M	Sell	3,414,400 -86,957	-2%	-$4.25M	0.19%	105
2018 Q2	$166M	Buy	3,501,357 +47,557	+1%	+$2.48M	0.21%	91
2018 Q1	$186M	Sell	3,453,800 -181,200	-5%	-$10M	0.23%	84
2017 Q4	$191M	Hold	3,635,000	–	–	0.23%	83
2017 Q3	$175M	Buy	3,635,000 +15,000	+0.4%	+$696K	0.22%	92
2017 Q2	$161M	Sell	3,620,000 -865,653	-19%	-$37.3M	0.21%	92
2017 Q1	$192M	Sell	4,485,653 -218,779	-5%	-$9.71M	0.26%	73
2016 Q4	$199M	Sell	4,704,432 -321,450	-6%	-$12.2M	0.28%	67
2016 Q3	$161M	Buy	5,025,882 +30,700	+0.6%	+$916K	0.23%	77
2016 Q2	$130M	Sell	4,995,182 -348,100	-7%	-$9.1M	0.19%	103
2016 Q1	$134M	Buy	5,343,282 +99,800	+2%	+$2.55M	0.2%	95
2015 Q4	$167M	Sell	5,243,482 -235,600	-4%	-$7.83M	0.26%	72
2015 Q3	$173M	Sell	5,479,082 -54,088	-1%	-$1.97M	0.27%	68
2015 Q2	$215M	Sell	5,533,170 -121,350	-2%	-$4.62M	0.31%	58
2015 Q1	$202M	Buy	5,654,520 +230,538	+4%	+$8.27M	0.29%	65
2014 Q4	$210M	Buy	5,423,982 +118,151	+2%	+$4.2M	0.31%	61
2014 Q3	$183M	Buy	5,305,831 +486,953	+10%	+$16.2M	0.27%	70
2014 Q2	$156M	Buy	4,818,878 +450,300	+10%	+$13.9M	0.23%	85
2014 Q1	$136M	Sell	4,368,578 -6,700	-0.2%	-$207K	0.21%	95
2013 Q4	$137M	Sell	4,375,278 -88,600	-2%	-$2.63M	0.22%	90
2013 Q3	$120M	Sell	4,463,878 -115,000	-3%	-$3.09M	0.2%	95
2013 Q2	$112M	Buy	+4,578,878	New	+$109M	0.2%	101

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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 Common Retirement Fund's MS Position: Q2 2026 in Review

New York State Common Retirement Fund reduced its Morgan Stanley (MS) stake by 6.4% in Q2 2026, selling an estimated $19.6M and leaving 1,438,355 shares worth $301M. The position accounts for 0.38% of the portfolio, ranked #44.

New York State Common Retirement Fund first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $337M in Q2 2021. 1,264 funds tracked by Wall St. Rank hold MS as of Q2 2026.

New York State Common Retirement Fund held 1,438,355 shares of Morgan Stanley worth $301M as of Q2 2026.
New York State Common Retirement Fund sold 99,000 Morgan Stanley shares in Q2 2026, an estimated $19.6M.
Morgan Stanley made up 0.38% of New York State Common Retirement Fund's portfolio in Q2 2026, its #44 holding.
New York State Common Retirement Fund first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
New York State Common Retirement Fund's Morgan Stanley position peaked at $337M in Q2 2021.
1,264 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.