Sachetta’s Morgan Stanley MS Stock Holding History

Sachetta’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	$167K	Buy	799 +148	+23%	+$29.3K	0.08%	108
2026 Q1	$107K	Sell	651 -11	-2%	-$1.9K	0.06%	132
2025 Q4	$118K	Sell	662 -1,826	-73%	-$305K	0.06%	128
2025 Q3	$396K	Buy	2,488 +14	+0.6%	+$2.07K	0.15%	109
2025 Q2	$348K	Buy	2,474 +42	+2%	+$5.16K	0.14%	112
2025 Q1	$284K	Sell	2,432 -28	-1%	-$3.61K	0.12%	119
2024 Q4	$309K	Sell	2,460 -73	-3%	-$8.99K	0.12%	122
2024 Q3	$264K	Buy	2,533 +47	+2%	+$4.73K	0.1%	132
2024 Q2	$258K	Sell	2,486 -19	-0.8%	-$1.81K	0.11%	130
2024 Q1	$234K	Hold	2,505	–	–	0.11%	128
2023 Q4	$234K	Buy	+2,505	New	+$200K	0.11%	128

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

Sachetta's MS Position: Q2 2026 in Review

Sachetta increased its Morgan Stanley (MS) stake by 23% in Q2 2026, buying an estimated $29.3K and bringing the position to 799 shares worth $167K. The position accounts for 0.08% of the portfolio, ranked #108.

Sachetta first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $396K in Q3 2025. 559 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sachetta held 799 shares of Morgan Stanley worth $167K as of Q2 2026.
Sachetta bought 148 Morgan Stanley shares in Q2 2026, an estimated $29.3K.
Morgan Stanley made up 0.08% of Sachetta's portfolio in Q2 2026, its #108 holding.
Sachetta first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
Sachetta's Morgan Stanley position peaked at $396K in Q3 2025.
559 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.