Sarasin & Partners
MS icon

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
Q3 		$5.25M Sell
27,918
-2,755
-9% -$585K 0.06% 62
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sarasin & Partners's MS Position: Q3 2026 in Review

Sarasin & Partners reduced its Morgan Stanley (MS) stake by 9% in Q3 2026, selling an estimated $585K and leaving 27,918 shares worth $5.25M. The position accounts for 0.06% of the portfolio, ranked #62.

Sarasin & Partners first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $51.8M in Q2 2025. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Sarasin & Partners held 27,918 shares of Morgan Stanley worth $5.25M as of Q3 2026.
  • Sarasin & Partners sold 2,755 Morgan Stanley shares in Q3 2026, an estimated $585K.
  • Morgan Stanley made up 0.06% of Sarasin & Partners's portfolio in Q3 2026, its #62 holding.
  • Sarasin & Partners first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
  • Sarasin & Partners's Morgan Stanley position peaked at $51.8M in Q2 2025.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Sarasin & Partners's 13F filing for Q3 2026, filed 13 Oct 2026.