Retirement Systems of Alabama’s Morgan Stanley MS Stock Holding History

Retirement Systems of Alabama’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	$144M	Sell	687,485 -102,105	-13%	-$20.2M	0.43%	41
2026 Q1	$130M	Sell	789,590 -19,555	-2%	-$3.39M	0.43%	41
2025 Q4	$144M	Sell	809,145 -1,842	-0.2%	-$307K	0.47%	33
2025 Q3	$129M	Sell	810,987 -6,277	-0.8%	-$927K	0.43%	37
2025 Q2	$115M	Sell	817,264 -54,714	-6%	-$6.72M	0.41%	41
2025 Q1	$102M	Sell	871,978 -62,822	-7%	-$8.09M	0.4%	45
2024 Q4	$118M	Sell	934,800 -2,220	-0.2%	-$273K	0.44%	38
2024 Q3	$97.7M	Sell	937,020 -67,932	-7%	-$6.84M	0.37%	47
2024 Q2	$97.7M	Sell	1,004,952 -44,055	-4%	-$4.19M	0.38%	43
2024 Q1	$98.8M	Sell	1,049,007 -2,026	-0.2%	-$178K	0.38%	48
2023 Q4	$98M	Buy	1,051,033 +87,047	+9%	+$6.96M	0.42%	40
2023 Q3	$78.7M	Sell	963,986 -7,584	-0.8%	-$658K	0.37%	50
2023 Q2	$83M	Sell	971,570 -90,096	-8%	-$7.71M	0.37%	49
2023 Q1	$93.2M	Sell	1,061,666 -77,761	-7%	-$7.26M	0.4%	45
2022 Q4	$96.9M	Sell	1,139,427 -22,463	-2%	-$1.91M	0.42%	45
2022 Q3	$91.8M	Sell	1,161,890 -19,137	-2%	-$1.61M	0.43%	42
2022 Q2	$89.8M	Buy	1,181,027 +27,335	+2%	+$2.24M	0.39%	50
2022 Q1	$101M	Buy	1,153,692 +57,733	+5%	+$5.57M	0.37%	54
2021 Q4	$108M	Sell	1,095,959 -25,597	-2%	-$2.55M	0.37%	51
2021 Q3	$109M	Sell	1,121,556 -66,029	-6%	-$6.54M	0.41%	49
2021 Q2	$109M	Sell	1,187,585 -15,238	-1%	-$1.31M	0.39%	52
2021 Q1	$93.4M	Sell	1,202,823 -213,078	-15%	-$16.3M	0.35%	56
2020 Q4	$97M	Buy	1,415,901 +85,413	+6%	+$4.9M	0.38%	48
2020 Q3	$64.3M	Sell	1,330,488 -105,027	-7%	-$5.29M	0.3%	67
2020 Q2	$69.3M	Sell	1,435,515 -27	-0%	-$1.13K	0.34%	54
2020 Q1	$48.8M	Buy	1,435,542 +2,309	+0.2%	+$109K	0.27%	73
2019 Q4	$73.3M	Sell	1,433,233 -9,434	-0.7%	-$447K	0.33%	56
2019 Q3	$61.6M	Sell	1,442,667 -46,249	-3%	-$1.98M	0.29%	64
2019 Q2	$65.2M	Sell	1,488,916 -8,405	-0.6%	-$375K	0.3%	61
2019 Q1	$63.2M	Buy	1,497,321 +55,606	+4%	+$2.34M	0.31%	64
2018 Q4	$57.2M	Sell	1,441,715 -65,100	-4%	-$2.84M	0.32%	64
2018 Q3	$70.2M	Sell	1,506,815 -28,586	-2%	-$1.4M	0.33%	62
2018 Q2	$72.8M	Sell	1,535,401 -19,015	-1%	-$994K	0.36%	57
2018 Q1	$83.9M	Sell	1,554,416 -15,504	-1%	-$858K	0.41%	44
2017 Q4	$82.4M	Sell	1,569,920 -11,470	-0.7%	-$580K	0.4%	47
2017 Q3	$76.2M	Sell	1,581,390 -4,504	-0.3%	-$209K	0.4%	50
2017 Q2	$70.7M	Sell	1,585,894 -89,002	-5%	-$3.84M	0.38%	49
2017 Q1	$71.8M	Buy	1,674,896 +11,092	+0.7%	+$492K	0.4%	49
2016 Q4	$70.3M	Sell	1,663,804 -61,038	-4%	-$2.31M	0.41%	48
2016 Q3	$55.3M	Sell	1,724,842 -25,722	-1%	-$767K	0.32%	63
2016 Q2	$45.5M	Buy	1,750,564 +158,828	+10%	+$4.15M	0.27%	72
2016 Q1	$39.8M	Sell	1,591,736 -6,042	-0.4%	-$154K	0.24%	82
2015 Q4	$50.8M	Sell	1,597,778 -33,469	-2%	-$1.11M	0.3%	63
2015 Q3	$51.4M	Sell	1,631,247 -21,976	-1%	-$800K	0.31%	61
2015 Q2	$64.1M	Sell	1,653,223 -12,411	-0.7%	-$472K	0.35%	56
2015 Q1	$59.4M	Buy	1,665,634 +92,910	+6%	+$3.33M	0.32%	59
2014 Q4	$61M	Sell	1,572,724 -378	-0%	-$13.4K	0.32%	60
2014 Q3	$54.4M	Buy	1,573,102 +66,251	+4%	+$2.21M	0.3%	70
2014 Q2	$48.7M	Sell	1,506,851 -4,672	-0.3%	-$144K	0.27%	77
2014 Q1	$47.1M	Sell	1,511,523 -242,599	-14%	-$7.49M	0.27%	74
2013 Q4	$55M	Buy	1,754,122 +931	+0.1%	+$27.7K	0.33%	62
2013 Q3	$47.2M	Buy	1,753,191 +16,203	+0.9%	+$435K	0.3%	68
2013 Q2	$42.4M	Buy	+1,736,988	New	+$41.2M	0.28%	70

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Retirement Systems of Alabama's MS Position: Q2 2026 in Review

Retirement Systems of Alabama reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $20.2M and leaving 687,485 shares worth $144M. The position accounts for 0.43% of the portfolio, ranked #41.

Retirement Systems of Alabama first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 1,169 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Retirement Systems of Alabama held 687,485 shares of Morgan Stanley worth $144M as of Q2 2026.
Retirement Systems of Alabama sold 102,105 Morgan Stanley shares in Q2 2026, an estimated $20.2M.
Morgan Stanley made up 0.43% of Retirement Systems of Alabama's portfolio in Q2 2026, its #41 holding.
Retirement Systems of Alabama first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
1,169 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Retirement Systems of Alabama's 13F filing for Q2 2026, filed 28 Jul 2026.