Pennsylvania Capital Management’s Morgan Stanley MS Stock Holding History

Pennsylvania Capital 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	$1.84M	Hold	8,817	–	–	0.47%	34
2026 Q1	$1.45M	Hold	8,817	–	–	0.42%	36
2025 Q4	$1.57M	Sell	8,817 -504	-5%	-$84.1K	0.43%	34
2025 Q3	$1.48M	Buy	9,321 +6	+0.1%	+$886	0.43%	36
2025 Q2	$1.31M	Buy	9,315 +448	+5%	+$55K	0.42%	39
2025 Q1	$1.03M	Buy	8,867 +49	+0.6%	+$6.31K	0.38%	37
2024 Q4	$1.11M	Buy	8,818 +26	+0.3%	+$3.2K	0.38%	35
2024 Q3	$916K	Buy	8,792 +35	+0.4%	+$3.52K	0.33%	39
2024 Q2	$851K	Hold	8,757	–	–	0.33%	36
2024 Q1	$825K	Sell	8,757 -346	-4%	-$30.5K	0.34%	41
2023 Q4	$849K	Sell	9,103 -26	-0.3%	-$2.08K	0.34%	41
2023 Q3	$746K	Buy	9,129 +17	+0.2%	+$1.48K	0.31%	43
2023 Q2	$778K	Buy	9,112 +9	+0.1%	+$770	0.33%	41
2023 Q1	$799K	Hold	9,103	–	–	0.39%	40
2022 Q4	$814K	Sell	9,103 -756	-8%	-$64.4K	0.43%	41
2022 Q3	$779K	Buy	9,859 +756	+8%	+$63.7K	0.43%	31
2022 Q2	$692K	Buy	9,103 +1,213	+15%	+$99.4K	0.37%	38
2022 Q1	$690K	Hold	7,890	–	–	0.29%	43
2021 Q4	$774K	Hold	7,890	–	–	0.26%	47
2021 Q3	$803K	Buy	+7,890	New	+$782K	0.36%	38

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pennsylvania Capital Management's MS Position: Q2 2026 in Review

Pennsylvania Capital Management held its Morgan Stanley (MS) position steady in Q2 2026 at 8,817 shares worth $1.84M. The position accounts for 0.47% of the portfolio, ranked #34.

Pennsylvania Capital Management first reported a position in MS in Q3 2021 and has held it in 20 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Pennsylvania Capital Management held 8,817 shares of Morgan Stanley worth $1.84M as of Q2 2026.
Pennsylvania Capital Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.47% of Pennsylvania Capital Management's portfolio in Q2 2026, its #34 holding.
Pennsylvania Capital Management first reported a position in Morgan Stanley in Q3 2021 and has held it in 20 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.