Pacifica Partners’s Morgan Stanley MS Stock Holding History

Pacifica Partners’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	$17.5K	Hold	82	–	–	0.01%	267
2026 Q1	$13.5K	Hold	82	–	–	﹤0.01%	289
2025 Q4	$14.9K	Hold	82	–	–	0.01%	270
2025 Q3	$12.9K	Buy	+82	New	+$12.1K	﹤0.01%	304
2022 Q4	–	Sell	-269	Closed	-$22K	–	489
2022 Q3	$22K	Hold	269	–	–	0.02%	226
2022 Q2	$21K	Hold	269	–	–	0.01%	242
2022 Q1	$24K	Hold	269	–	–	0.02%	225
2021 Q4	$28K	Hold	269	–	–	0.02%	220
2021 Q3	$28K	Hold	269	–	–	0.02%	204
2021 Q2	$24K	Hold	269	–	–	0.02%	199
2021 Q1	$21K	Buy	+269	New	+$20.6K	0.02%	197
2020 Q3	–	Sell	-230	Closed	-$11K	–	367
2020 Q2	$11K	Buy	+230	New	+$9.66K	0.01%	222

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Pacifica Partners's MS Position: Q2 2026 in Review

Pacifica Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 82 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #267.

Pacifica Partners first reported a position in MS in Q2 2020 and has held it in 12 quarters since. The position peaked at $28K in Q4 2021. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Pacifica Partners held 82 shares of Morgan Stanley worth $17.5K as of Q2 2026.
Pacifica Partners left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.01% of Pacifica Partners's portfolio in Q2 2026, its #267 holding.
Pacifica Partners first reported a position in Morgan Stanley in Q2 2020 and has held it in 12 quarters since.
Pacifica Partners's Morgan Stanley position peaked at $28K in Q4 2021.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pacifica Partners's 13F filing for Q2 2026, filed 13 Jul 2026.