Sapient Capital’s Morgan Stanley MS Stock Holding History

Sapient Capital’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	$37.9M	Buy	181,301 +171,225	+1,699%	+$33.9M	0.5%	28
2026 Q1	$1.66M	Buy	10,076 +400	+4%	+$69.3K	0.03%	168
2025 Q4	$1.73M	Buy	9,676 +6,606	+215%	+$1.1M	0.02%	166
2025 Q3	$495K	Sell	3,070 -330	-10%	-$48.7K	0.01%	262
2025 Q2	$479K	Buy	3,400 +4	+0.1%	+$491	0.01%	256
2025 Q1	$396K	Sell	3,396 -409	-11%	-$52.7K	0.01%	261
2024 Q4	$478K	Sell	3,805 -300	-7%	-$36.9K	0.01%	245
2024 Q3	$428K	Sell	4,105 -3,334	-45%	-$336K	0.01%	271
2024 Q2	$723K	Sell	7,439 -1,355	-15%	-$129K	0.02%	196
2024 Q1	$828K	Sell	8,794 -360,748	-98%	-$31.8M	0.02%	192
2023 Q4	$34.5M	Buy	+369,542	New	+$29.6M	0.89%	28

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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sapient Capital's MS Position: Q2 2026 in Review

Sapient Capital increased its Morgan Stanley (MS) stake by 1,699% in Q2 2026, buying an estimated $33.9M and bringing the position to 181,301 shares worth $37.9M. The position accounts for 0.5% of the portfolio, ranked #28.

Sapient Capital first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 987 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sapient Capital held 181,301 shares of Morgan Stanley worth $37.9M as of Q2 2026.
Sapient Capital bought 171,225 Morgan Stanley shares in Q2 2026, an estimated $33.9M.
Morgan Stanley made up 0.5% of Sapient Capital's portfolio in Q2 2026, its #28 holding.
Sapient Capital first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
987 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.