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Rockingstone Advisors’s Morgan Stanley MS Stock Holding History

Rockingstone Advisors’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 		$550K Sell
2,629
-1
-0% -$198 0.22% 84
2026
Q1 		$433K Sell
2,630
-25
-0.9% -$4.33K 0.2% 88
2025
Q4 		$471K Sell
2,655
-25
-0.9% -$4.17K 0.21% 86
2025
Q3 		$426K Hold
2,680
– – 0.21% 85
2025
Q2 		$378K Buy
2,680
+345
+15% +$42.4K 0.2% 87
2025
Q1 		$272K Buy
2,335
+620
+36% +$79.9K 0.12% 93
2024
Q4 		$216K Buy
+1,715
New +$211K 0.1% 100

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Rockingstone Advisors's MS Position: Q2 2026 in Review

Rockingstone Advisors reduced its Morgan Stanley (MS) stake by 0.04% in Q2 2026, selling an estimated $198 and leaving 2,629 shares worth $550K. The position accounts for 0.22% of the portfolio, ranked #84.

Rockingstone Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rockingstone Advisors held 2,629 shares of Morgan Stanley worth $550K as of Q2 2026.
  • Rockingstone Advisors sold 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.22% of Rockingstone Advisors's portfolio in Q2 2026, its #84 holding.
  • Rockingstone Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.