Premier Fund Managers’s Morgan Stanley MS Stock Holding History

Premier Fund Managers’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	$13.9M	Buy	+65,800	New	+$13M	1.26%	24
2026 Q1	–	Sell	-62,200	Closed	-$11.1M	–	177
2025 Q4	$11.1M	Buy	+62,200	New	+$10.4M	0.64%	60
2025 Q2	–	Sell	-60,400	Closed	-$6.96M	–	184
2025 Q1	$6.96M	Buy	+60,400	New	+$7.78M	0.26%	78
2021 Q1	–	Sell	-5,300	Closed	-$360K	–	239
2020 Q4	$360K	Hold	5,300	–	–	0.02%	214
2020 Q3	$250K	Hold	5,300	–	–	0.01%	205
2020 Q2	$256K	Buy	+5,300	New	+$223K	0.02%	204

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

Premier Fund Managers's MS Position: Q2 2026 in Review

Premier Fund Managers opened a new position in Morgan Stanley (MS) in Q2 2026: 65,800 shares worth $13.9M. The stake represents 1.26% of the portfolio and ranks #24 among its holdings. This is a return to the name: Premier Fund Managers previously reported a position in MS as recently as Q4 2025.

Premier Fund Managers first reported a position in MS in Q2 2020 and has held it in 6 quarters since. 866 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Premier Fund Managers held 65,800 shares of Morgan Stanley worth $13.9M as of Q2 2026.
Morgan Stanley was a new Premier Fund Managers position in Q2 2026.
Morgan Stanley made up 1.26% of Premier Fund Managers's portfolio in Q2 2026, its #24 holding.
Premier Fund Managers first reported a position in Morgan Stanley in Q2 2020 and has held it in 6 quarters since.
866 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Premier Fund Managers's 13F filing for Q2 2026, filed 22 Jul 2026.