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Rydar Equities’s Morgan Stanley MS Stock Holding History

Rydar Equities’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 		$4.01M Buy
18,406
+1,152
+7% +$228K 2.26% 8
2026
Q1 		$2.84M Sell
17,254
-273
-2% -$47.3K 2.2% 10
2025
Q4 		$3.11M Sell
17,527
-393
-2% -$65.6K 2.43% 9
2025
Q3 		$2.81M Sell
17,920
-1,437
-7% -$212K 2.25% 11
2025
Q2 		$2.73M Buy
+19,357
New +$2.38M 2.16% 11

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

Rydar Equities's MS Position: Q2 2026 in Review

Rydar Equities increased its Morgan Stanley (MS) stake by 6.7% in Q2 2026, buying an estimated $228K and bringing the position to 18,406 shares worth $4.01M. The position accounts for 2.26% of the portfolio, ranked #8.

Rydar Equities first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Rydar Equities held 18,406 shares of Morgan Stanley worth $4.01M as of Q2 2026.
  • Rydar Equities bought 1,152 Morgan Stanley shares in Q2 2026, an estimated $228K.
  • Morgan Stanley made up 2.26% of Rydar Equities's portfolio in Q2 2026, its #8 holding.
  • Rydar Equities first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Rydar Equities's 13F filing for Q2 2026, filed 21 Jul 2026.