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Northeast Investment Management’s Morgan Stanley MS Stock Holding History

Northeast 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 		$5.38M Buy
25,735
+1,796
+8% +$356K 0.2% 63
2026
Q1 		$3.94M Hold
23,939
– – 0.16% 68
2025
Q4 		$4.25M Sell
23,939
-458
-2% -$76.4K 0.17% 67
2025
Q3 		$3.88M Sell
24,397
-4
-0% -$591 0.16% 68
2025
Q2 		$3.44M Sell
24,401
-181
-0.7% -$22.2K 0.15% 71
2025
Q1 		$2.87M Buy
24,582
+151
+0.6% +$19.5K 0.13% 73
2024
Q4 		$3.07M Sell
24,431
-158
-0.6% -$19.5K 0.14% 73
2024
Q3 		$2.56M Hold
24,589
– – 0.11% 78
2024
Q2 		$2.39M Sell
24,589
-285
-1% -$27.1K 0.11% 77
2024
Q1 		$2.34M Sell
24,874
-355
-1% -$31.3K 0.12% 77
2023
Q4 		$2.35M Sell
25,229
-2,070
-8% -$166K 0.13% 78
2023
Q3 		$2.23M Sell
27,299
-18
-0.1% -$1.56K 0.13% 79
2023
Q2 		$2.33M Sell
27,317
-4,054
-13% -$347K 0.13% 78
2023
Q1 		$2.75M Sell
31,371
-914
-3% -$85.3K 0.17% 74
2022
Q4 		$2.75M Buy
32,285
+889
+3% +$75.8K 0.17% 74
2022
Q3 		$2.48M Sell
31,396
-4
-0% -$337 0.17% 72
2022
Q2 		$2.39M Buy
31,400
+44
+0.1% +$3.6K 0.15% 78
2022
Q1 		$2.74M Sell
31,356
-3,926
-11% -$379K 0.14% 74
2021
Q4 		$3.46M Sell
35,282
-2,553
-7% -$254K 0.17% 73
2021
Q3 		$3.68M Sell
37,835
-92
-0.2% -$9.12K 0.2% 74
2021
Q2 		$3.48M Buy
37,927
+6
+0% +$514 0.19% 72
2021
Q1 		$2.94M Buy
37,921
+34,421
+983% +$2.64M 0.17% 74
2020
Q4 		$240K Buy
+3,500
New +$201K 0.01% 171

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

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

Northeast Investment Management increased its Morgan Stanley (MS) stake by 7.5% in Q2 2026, buying an estimated $356K and bringing the position to 25,735 shares worth $5.38M. The position accounts for 0.2% of the portfolio, ranked #63.

Northeast Investment Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Northeast Investment Management held 25,735 shares of Morgan Stanley worth $5.38M as of Q2 2026.
  • Northeast Investment Management bought 1,796 Morgan Stanley shares in Q2 2026, an estimated $356K.
  • Morgan Stanley made up 0.2% of Northeast Investment Management's portfolio in Q2 2026, its #63 holding.
  • Northeast Investment Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Northeast Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.