Palisade Asset Management’s Morgan Stanley MS Stock Holding History

Palisade Asset 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	$5.26M	Sell	25,157 -899	-3%	-$178K	0.49%	57
2026 Q1	$4.29M	Buy	26,056 +249	+1%	+$43.1K	0.43%	61
2025 Q4	$4.58M	Sell	25,807 -60	-0.2%	-$10K	0.45%	56
2025 Q3	$4.11M	Buy	25,867 +9	+0%	+$1.33K	0.38%	61
2025 Q2	$3.64M	Buy	25,858 +170	+0.7%	+$20.9K	0.36%	64
2025 Q1	$3M	Buy	25,688 +349	+1%	+$45K	0.31%	71
2024 Q4	$3.19M	Sell	25,339 -375	-1%	-$46.2K	0.32%	67
2024 Q3	$2.68M	Buy	25,714 +993	+4%	+$100K	0.26%	76
2024 Q2	$2.4M	Sell	24,721 -6,404	-21%	-$610K	0.25%	80
2024 Q1	$2.93M	Sell	31,125 -100	-0.3%	-$8.81K	0.29%	79
2023 Q4	$2.91M	Buy	31,225 +20	+0.1%	+$1.6K	0.32%	74
2023 Q3	$2.55M	Buy	31,205 +842	+3%	+$73.1K	0.31%	73
2023 Q2	$2.59M	Buy	30,363 +561	+2%	+$48K	0.3%	73
2023 Q1	$2.62M	Buy	29,802 +186	+0.6%	+$17.4K	0.32%	70
2022 Q4	$2.52M	Buy	29,616 +522	+2%	+$44.5K	0.29%	76
2022 Q3	$2.3M	Buy	29,094 +162	+0.6%	+$13.7K	0.32%	72
2022 Q2	$2.2M	Sell	28,932 -24	-0.1%	-$1.97K	0.28%	77
2022 Q1	$2.53M	Hold	28,956	–	–	0.29%	74
2021 Q4	$2.84M	Buy	28,956 +114	+0.4%	+$11.4K	0.32%	71
2021 Q3	$2.81M	Sell	28,842 -48	-0.2%	-$4.76K	0.34%	71
2021 Q2	$2.65M	Sell	28,890 -24	-0.1%	-$2.06K	0.31%	71
2021 Q1	$2.25M	Buy	28,914 +250	+0.9%	+$19.2K	0.29%	73
2020 Q4	$1.96M	Buy	28,664 +854	+3%	+$49K	0.27%	80
2020 Q3	$1.34M	Hold	27,810	–	–	0.2%	87
2020 Q2	$1.34M	Hold	27,810	–	–	0.21%	83
2020 Q1	$946K	Hold	27,810	–	–	0.17%	90
2019 Q4	$1.42M	Hold	27,810	–	–	0.21%	85
2019 Q3	$1.19M	Hold	27,810	–	–	0.18%	90
2019 Q2	$1.22M	Sell	27,810 -700	-2%	-$31.2K	0.19%	90
2019 Q1	$1.2M	Hold	28,510	–	–	0.19%	92
2018 Q4	$1.13M	Hold	28,510	–	–	0.17%	87
2018 Q3	$1.33M	Sell	28,510 -110	-0.4%	-$5.37K	0.18%	85
2018 Q2	$1.36M	Hold	28,620	–	–	0.2%	85
2018 Q1	$1.54M	Hold	28,620	–	–	0.23%	80
2017 Q4	$1.5M	Buy	28,620 +4,000	+16%	+$202K	0.24%	77
2017 Q3	$1.19M	Buy	+24,620	New	+$1.14M	0.22%	81

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

Palisade Asset Management's MS Position: Q2 2026 in Review

Palisade Asset Management reduced its Morgan Stanley (MS) stake by 3.5% in Q2 2026, selling an estimated $178K and leaving 25,157 shares worth $5.26M. The position accounts for 0.49% of the portfolio, ranked #57.

Palisade Asset Management first reported a position in MS in Q3 2017 and has held it in 36 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Palisade Asset Management held 25,157 shares of Morgan Stanley worth $5.26M as of Q2 2026.
Palisade Asset Management sold 899 Morgan Stanley shares in Q2 2026, an estimated $178K.
Morgan Stanley made up 0.49% of Palisade Asset Management's portfolio in Q2 2026, its #57 holding.
Palisade Asset Management first reported a position in Morgan Stanley in Q3 2017 and has held it in 36 quarters since.
764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.