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Shaker Investments’s Morgan Stanley MS Stock Holding History

Shaker Investments’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 		$3.49M Sell
16,683
-122
-0.7% -$24.2K 1.25% 24
2026
Q1 		$2.77M Sell
16,805
-1,089
-6% -$189K 1.26% 25
2025
Q4 		$3.18M Sell
17,894
-119
-0.7% -$19.9K 1.32% 23
2025
Q3 		$2.86M Sell
18,013
-35
-0.2% -$5.17K 1.15% 27
2025
Q2 		$2.54M Sell
18,048
-910
-5% -$112K 1.04% 38
2025
Q1 		$2.21M Buy
+18,958
New +$2.44M 1.07% 35

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

Shaker Investments's MS Position: Q2 2026 in Review

Shaker Investments reduced its Morgan Stanley (MS) stake by 0.73% in Q2 2026, selling an estimated $24.2K and leaving 16,683 shares worth $3.49M. The position accounts for 1.25% of the portfolio, ranked #24.

Shaker Investments first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Shaker Investments held 16,683 shares of Morgan Stanley worth $3.49M as of Q2 2026.
  • Shaker Investments sold 122 Morgan Stanley shares in Q2 2026, an estimated $24.2K.
  • Morgan Stanley made up 1.25% of Shaker Investments's portfolio in Q2 2026, its #24 holding.
  • Shaker Investments first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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