Renaissance Investment Group’s Morgan Stanley MS Stock Holding History

Renaissance Investment Group’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	$951K	Hold	4,550	–	–	0.19%	46
2026 Q1	$749K	Hold	4,550	–	–	0.16%	51
2025 Q4	$808K	Hold	4,550	–	–	0.16%	53
2025 Q3	$723K	Hold	4,550	–	–	0.15%	53
2025 Q2	$641K	Hold	4,550	–	–	0.14%	54
2025 Q1	$531K	Hold	4,550	–	–	0.13%	59
2024 Q4	$572K	Hold	4,550	–	–	0.12%	56
2024 Q3	$474K	Hold	4,550	–	–	0.1%	64
2024 Q2	$467K	Hold	4,550	–	–	0.1%	63
2024 Q1	$428K	Sell	4,550 -2,790	-38%	-$246K	0.1%	66
2023 Q4	$684K	Hold	7,340	–	–	0.17%	57
2023 Q3	$599K	Hold	7,340	–	–	0.17%	56
2023 Q2	$627K	Hold	7,340	–	–	0.16%	56
2023 Q1	$644K	Hold	7,340	–	–	0.18%	56
2022 Q4	$624K	Sell	7,340 -550	-7%	-$46.9K	0.19%	56
2022 Q3	$627K	Hold	7,890	–	–	0.2%	58
2022 Q2	$600K	Hold	7,890	–	–	0.2%	56
2022 Q1	$647K	Sell	7,890 -8	-0.1%	-$772	0.19%	55
2021 Q4	$775K	Buy	7,898 +8	+0.1%	+$797	0.18%	54
2021 Q3	$768K	Hold	7,890	–	–	0.2%	51
2021 Q2	$724K	Hold	7,890	–	–	0.19%	53
2021 Q1	$612K	Hold	7,890	–	–	0.17%	57
2020 Q4	$540K	Hold	7,890	–	–	0.16%	58
2020 Q3	$381K	Hold	7,890	–	–	0.13%	63
2020 Q2	$381K	Sell	7,890 -1,000	-11%	-$42K	0.14%	59
2020 Q1	$302K	Hold	8,890	–	–	0.14%	59
2019 Q4	$454K	Hold	8,890	–	–	0.16%	58
2019 Q3	$379K	Sell	8,890 -250	-3%	-$10.7K	0.15%	62
2019 Q2	$400K	Hold	9,140	–	–	0.15%	63
2019 Q1	$385K	Buy	9,140 +250	+3%	+$10.5K	0.16%	60
2018 Q4	$353K	Hold	8,890	–	–	0.17%	59
2018 Q3	$414K	Sell	8,890 -60	-0.7%	-$2.93K	0.16%	63
2018 Q2	$424K	Hold	8,950	–	–	0.17%	61
2018 Q1	$483K	Hold	8,950	–	–	0.2%	58
2017 Q4	$470K	Sell	8,950 -20	-0.2%	-$1.01K	0.19%	61
2017 Q3	$432K	Sell	8,970 -150	-2%	-$6.96K	0.18%	63
2017 Q2	$406K	Hold	9,120	–	–	0.18%	62
2017 Q1	$391K	Hold	9,120	–	–	0.17%	67
2016 Q4	$385K	Hold	9,120	–	–	0.18%	67
2016 Q3	$292K	Sell	9,120 -300	-3%	-$8.95K	0.14%	65
2016 Q2	$244K	Sell	9,420 -93,008	-91%	-$2.43M	0.12%	71
2016 Q1	$2.56M	Sell	102,428 -44,585	-30%	-$1.14M	1.29%	34
2015 Q4	$4.68M	Sell	147,013 -3,225	-2%	-$107K	2.28%	17
2015 Q3	$4.73M	Sell	150,238 -4,645	-3%	-$169K	2.46%	15
2015 Q2	$6.01M	Sell	154,883 -2,437	-2%	-$92.7K	2.81%	10
2015 Q1	$5.62M	Sell	157,320 -235	-0.1%	-$8.43K	2.59%	14
2014 Q4	$6.11M	Buy	157,555 +1,305	+0.8%	+$46.4K	2.89%	8
2014 Q3	$5.4M	Buy	156,250 +4,750	+3%	+$158K	2.6%	11
2014 Q2	$4.9M	Buy	151,500 +2,450	+2%	+$75.5K	2.38%	13
2014 Q1	$4.65M	Buy	149,050 +4,330	+3%	+$134K	2.36%	13
2013 Q4	$4.54M	Buy	144,720 +3,655	+3%	+$109K	2.31%	13
2013 Q3	$3.8M	Buy	141,065 +23,485	+20%	+$630K	2.11%	17
2013 Q2	$2.87M	Buy	+117,580	New	+$2.79M	1.63%	27

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Renaissance Investment Group's MS Position: Q2 2026 in Review

Renaissance Investment Group held its Morgan Stanley (MS) position steady in Q2 2026 at 4,550 shares worth $951K. The position accounts for 0.19% of the portfolio, ranked #46.

Renaissance Investment Group first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $6.11M in Q4 2014. 608 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Renaissance Investment Group held 4,550 shares of Morgan Stanley worth $951K as of Q2 2026.
Renaissance Investment Group left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.19% of Renaissance Investment Group's portfolio in Q2 2026, its #46 holding.
Renaissance Investment Group first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
Renaissance Investment Group's Morgan Stanley position peaked at $6.11M in Q4 2014.
608 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Renaissance Investment Group's 13F filing for Q2 2026, filed 8 Jul 2026.