SCI
MS icon

Silver Coast Investments’s Morgan Stanley MS Stock Holding History

Silver Coast 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 		$403K Sell
1,926
-188
-9% -$37.2K 0.12% 75
2026
Q1 		$348K Sell
2,114
-139
-6% -$24.1K 0.11% 80
2025
Q4 		$400K Sell
2,253
-211
-9% -$35.2K 0.14% 66
2025
Q3 		$392K Sell
2,464
-85
-3% -$12.6K 0.13% 68
2025
Q2 		$359K Sell
2,549
-223
-8% -$27.4K 0.13% 73
2025
Q1 		$323K Buy
2,772
+246
+10% +$31.7K 0.12% 72
2024
Q4 		$318K Sell
2,526
-486
-16% -$59.9K 0.12% 70
2024
Q3 		$314K Sell
3,012
-160
-5% -$16.1K 0.12% 64
2024
Q2 		$308K Sell
3,172
-985
-24% -$93.8K 0.13% 62
2024
Q1 		$391K Sell
4,157
-16
-0.4% -$1.41K 0.16% 53
2023
Q4 		$389K Buy
+4,173
New +$334K 0.18% 38

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

Silver Coast Investments's MS Position: Q2 2026 in Review

Silver Coast Investments reduced its Morgan Stanley (MS) stake by 8.9% in Q2 2026, selling an estimated $37.2K and leaving 1,926 shares worth $403K. The position accounts for 0.12% of the portfolio, ranked #75.

Silver Coast Investments first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Silver Coast Investments held 1,926 shares of Morgan Stanley worth $403K as of Q2 2026.
  • Silver Coast Investments sold 188 Morgan Stanley shares in Q2 2026, an estimated $37.2K.
  • Morgan Stanley made up 0.12% of Silver Coast Investments's portfolio in Q2 2026, its #75 holding.
  • Silver Coast Investments first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Silver Coast Investments's 13F filing for Q2 2026, filed 24 Jul 2026.