Salzhauer Michael’s Morgan Stanley MS Stock Holding History

Salzhauer Michael’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
2021 Q1	–	Sell	-56,200	Closed	-$950K	–	121
2020 Q4	$950K	Hold	56,200	–	–	0.68%	31
2020 Q3	$590K	Buy	+56,200	New	+$2.83M	0.66%	34
2020 Q2	–	Sell	-56,200	Closed	-$202K	–	93
2020 Q1	$202K	Buy	56,200 +6,400	+13%	+$301K	0.34%	64
2019 Q4	$770K	Hold	49,800	–	–	0.35%	53
2019 Q3	$502K	Hold	49,800	–	–	0.26%	68
2019 Q2	$557K	Hold	49,800	–	–	0.26%	68
2019 Q1	$496K	Hold	49,800	–	–	0.24%	73
2018 Q4	$416K	Hold	49,800	–	–	0.23%	76
2018 Q3	$690K	Hold	49,800	–	–	0.26%	72
2018 Q2	$795K	Hold	49,800	–	–	0.29%	70
2018 Q1	$1.05M	Hold	49,800	–	–	0.39%	54
2017 Q4	$930K	Hold	49,800	–	–	0.37%	60
2017 Q3	$940K	Buy	49,800 +3,600	+8%	+$167K	0.4%	58
2017 Q2	$733K	Hold	46,200	–	–	0.33%	69
2017 Q1	$639K	Hold	46,200	–	–	0.31%	71
2016 Q4	$652K	Hold	46,200	–	–	0.32%	75
2016 Q3	$252K	Hold	46,200	–	–	0.18%	101
2016 Q2	$85K	Hold	46,200	–	–	0.07%	127
2016 Q1	$98K	Hold	46,200	–	–	0.08%	133
2015 Q4	$300K	Hold	46,200	–	–	0.22%	96
2015 Q3	$261K	Hold	46,200	–	–	0.21%	95
2015 Q2	$554K	Hold	46,200	–	–	0.42%	64
2015 Q1	$301K	Buy	46,200 +900	+2%	+$32.3K	0.27%	83
2014 Q4	$666K	Hold	45,300	–	–	0.56%	46
2014 Q3	$447K	Buy	45,300 +1,300	+3%	+$43.3K	0.41%	54
2014 Q2	$571K	Hold	44,000	–	–	0.53%	43
2014 Q1	$538K	Buy	44,000 +11,300	+35%	+$349K	0.51%	45
2013 Q4	$468K	Buy	+32,700	New	+$972K	0.46%	50

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

Salzhauer Michael's MS Position: Q2 2026 in Review

Salzhauer Michael reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $9.9K and leaving 4,081 shares worth $853K. The position accounts for 0.29% of the portfolio, ranked #49.

Salzhauer Michael first reported a position in MS in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.21M in Q4 2022. 1,113 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Salzhauer Michael held 4,081 shares of Morgan Stanley worth $853K as of Q2 2026.
Salzhauer Michael sold 50 Morgan Stanley shares in Q2 2026, an estimated $9.9K.
Morgan Stanley made up 0.29% of Salzhauer Michael's portfolio in Q2 2026, its #49 holding.
Salzhauer Michael first reported a position in Morgan Stanley in Q4 2013 and has held it in 51 quarters since.
Salzhauer Michael's Morgan Stanley position peaked at $1.21M in Q4 2022.
1,113 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.