NAM
MS icon

NorthCrest Asset Manangement’s Morgan Stanley MS Stock Holding History

NorthCrest Asset Manangement’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 		$32M Buy
143,969
+3,811
+3% +$755K 0.82% 20
2026
Q1 		$23.2M Sell
140,158
-42,577
-23% -$7.37M 0.72% 27
2025
Q4 		$34.1M Sell
182,735
-935
-0.5% -$156K 0.76% 26
2025
Q3 		$28.6M Buy
183,670
+1,100
+0.6% +$162K 0.68% 33
2025
Q2 		$26.3M Buy
182,570
+182
+0.1% +$22.4K 0.71% 37
2025
Q1 		$21.3M Buy
182,388
+1,186
+0.7% +$153K 0.64% 44
2024
Q4 		$22.8M Sell
181,202
-547
-0.3% -$67.4K 0.68% 38
2024
Q3 		$18.9M Buy
181,749
+1,173
+0.6% +$118K 0.57% 50
2024
Q2 		$17.6M Buy
180,576
+766
+0.4% +$72.9K 0.58% 47
2024
Q1 		$16.9M Buy
179,810
+4,695
+3% +$413K 0.58% 52
2023
Q4 		$16.3M Sell
175,115
-560
-0.3% -$44.8K 0.62% 49
2023
Q3 		$14.3M Sell
175,675
-2,450
-1% -$213K 0.58% 55
2023
Q2 		$15.2M Sell
178,125
-2,001
-1% -$171K 0.6% 54
2023
Q1 		$15.8M Buy
180,126
+23,201
+15% +$2.17M 0.66% 51
2022
Q4 		$13.3M Sell
156,925
-23,640
-13% -$2.01M 0.76% 46
2022
Q3 		$14.3M Buy
180,565
+1,281
+0.7% +$108K 0.77% 39
2022
Q2 		$13.6M Buy
179,284
+21,248
+13% +$1.74M 0.7% 52
2022
Q1 		$13.8M Sell
158,036
-13,338
-8% -$1.29M 0.66% 58
2021
Q4 		$16.8M Buy
+171,374
New +$17.1M 0.92% 29

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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 Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

NorthCrest Asset Manangement's MS Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Morgan Stanley (MS) stake by 2.7% in Q2 2026, buying an estimated $755K and bringing the position to 143,969 shares worth $32M. The position accounts for 0.82% of the portfolio, ranked #20.

NorthCrest Asset Manangement first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $34.1M in Q4 2025. 867 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • NorthCrest Asset Manangement held 143,969 shares of Morgan Stanley worth $32M as of Q2 2026.
  • NorthCrest Asset Manangement bought 3,811 Morgan Stanley shares in Q2 2026, an estimated $755K.
  • Morgan Stanley made up 0.82% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #20 holding.
  • NorthCrest Asset Manangement first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • NorthCrest Asset Manangement's Morgan Stanley position peaked at $34.1M in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.