SP
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Sarasin & Partners’s Morgan Stanley MS Stock Holding History

Sarasin & Partners’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 		$6.41M Sell
30,673
-17,822
-37% -$3.53M 0.08% 53
2026
Q1 		$7.98M Buy
48,495
+876
+2% +$152K 0.1% 50
2025
Q4 		$8.45M Buy
47,619
+4,811
+11% +$802K 0.09% 51
2025
Q3 		$6.9M Sell
42,808
-324,735
-88% -$48M 0.07% 49
2025
Q2 		$51.8M Buy
367,543
+1,718
+0.5% +$211K 0.52% 38
2025
Q1 		$42.7M Buy
+365,825
New +$47.1M 0.46% 37

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

Sarasin & Partners's MS Position: Q2 2026 in Review

Sarasin & Partners reduced its Morgan Stanley (MS) stake by 37% in Q2 2026, selling an estimated $3.53M and leaving 30,673 shares worth $6.41M. The position accounts for 0.08% of the portfolio, ranked #53.

Sarasin & Partners first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $51.8M in Q2 2025. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sarasin & Partners held 30,673 shares of Morgan Stanley worth $6.41M as of Q2 2026.
  • Sarasin & Partners sold 17,822 Morgan Stanley shares in Q2 2026, an estimated $3.53M.
  • Morgan Stanley made up 0.08% of Sarasin & Partners's portfolio in Q2 2026, its #53 holding.
  • Sarasin & Partners first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • Sarasin & Partners's Morgan Stanley position peaked at $51.8M in Q2 2025.
  • 889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.