QCM
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QRG Capital Management’s Morgan Stanley MS Stock Holding History

QRG 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 		$58.5M Buy
279,622
+30,010
+12% +$5.94M 0.48% 35
2026
Q1 		$41.1M Buy
249,612
+33,089
+15% +$5.73M 0.42% 41
2025
Q4 		$38.4M Buy
216,523
+8,512
+4% +$1.42M 0.43% 43
2025
Q3 		$33.1M Sell
208,011
-72,116
-26% -$10.6M 0.4% 40
2025
Q2 		$39.5M Buy
280,127
+17,571
+7% +$2.16M 0.34% 60
2025
Q1 		$30.6M Buy
262,556
+8,432
+3% +$1.09M 0.32% 70
2024
Q4 		$31.9M Buy
254,124
+10,009
+4% +$1.23M 0.33% 60
2024
Q3 		$25.4M Buy
244,115
+8,645
+4% +$871K 0.27% 83
2024
Q2 		$22.9M Buy
235,470
+11,361
+5% +$1.08M 0.27% 79
2024
Q1 		$21.1M Sell
224,109
-21,918
-9% -$1.93M 0.27% 88
2023
Q4 		$22.9M Sell
246,027
-22
-0% -$1.76K 0.34% 66
2023
Q3 		$20.1M Buy
+246,049
New +$21.4M 0.35% 68

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

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

QRG Capital Management increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $5.94M and bringing the position to 279,622 shares worth $58.5M. The position accounts for 0.48% of the portfolio, ranked #35.

QRG Capital Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • QRG Capital Management held 279,622 shares of Morgan Stanley worth $58.5M as of Q2 2026.
  • QRG Capital Management bought 30,010 Morgan Stanley shares in Q2 2026, an estimated $5.94M.
  • Morgan Stanley made up 0.48% of QRG Capital Management's portfolio in Q2 2026, its #35 holding.
  • QRG Capital Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.