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Simon Quick Advisors’s Morgan Stanley MS Stock Holding History

Simon Quick Advisors’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 		$6.42M Sell
30,705
-6,421
-17% -$1.27M 0.26% 65
2026
Q1 		$6.11M Buy
37,126
+2,143
+6% +$371K 0.28% 58
2025
Q4 		$6.21M Buy
34,983
+1,033
+3% +$172K 0.27% 60
2025
Q3 		$5.4M Sell
33,950
-4,082
-11% -$603K 0.24% 63
2025
Q2 		$5.36M Sell
38,032
-8,288
-18% -$1.02M 0.27% 58
2025
Q1 		$5.4M Sell
46,320
-2,927
-6% -$377K 0.31% 39
2024
Q4 		$6.19M Buy
49,247
+776
+2% +$95.6K 0.37% 34
2024
Q3 		$5.05M Buy
48,471
+861
+2% +$86.7K 0.32% 38
2024
Q2 		$4.63M Buy
47,610
+1,182
+3% +$113K 0.33% 38
2024
Q1 		$4.37M Buy
46,428
+645
+1% +$56.8K 0.33% 40
2023
Q4 		$4.27M Sell
45,783
-694
-1% -$55.5K 0.38% 41
2023
Q3 		$3.8M Buy
46,477
+840
+2% +$72.9K 0.36% 46
2023
Q2 		$3.9M Buy
45,637
+30
+0.1% +$2.57K 0.36% 49
2023
Q1 		$4M Buy
45,607
+1,018
+2% +$95K 0.43% 41
2022
Q4 		$3.79M Sell
44,589
-73
-0.2% -$6.22K 0.45% 40
2022
Q3 		$3.53M Buy
44,662
+489
+1% +$41.2K 0.5% 35
2022
Q2 		$3.81M Buy
44,173
+42,709
+2,917% +$3.5M 0.5% 36
2022
Q1 		$128K Buy
1,464
+1,362
+1,335% +$131K 0.04% 129
2021
Q4 		$10K Sell
102
-7,806
-99% -$778K ﹤0.01% 312
2021
Q3 		$769K Buy
7,908
+7,718
+4,062% +$765K 0.2% 60
2021
Q2 		$17K Buy
190
+88
+86% +$7.55K ﹤0.01% 346
2021
Q1 		$7K Sell
102
-59
-37% -$4.52K ﹤0.01% 404
2020
Q4 		$11K Sell
161
-916
-85% -$52.6K ﹤0.01% 368
2020
Q3 		$52K Buy
1,077
+670
+165% +$33.8K 0.01% 187
2020
Q2 		$20K Sell
407
-4,034
-91% -$169K 0.01% 290
2020
Q1 		$151K Buy
4,441
+1,166
+36% +$54.9K 0.06% 93
2019
Q4 		$167K Sell
3,275
-3,070
-48% -$145K 0.06% 103
2019
Q3 		$271K Buy
6,345
+5,739
+947% +$245K 0.12% 57
2019
Q2 		$26.5K Buy
606
+445
+276% +$19.8K 0.01% 159
2019
Q1 		$7K Hold
161
– – ﹤0.01% 352
2018
Q4 		$6K Buy
+161
New +$7.03K ﹤0.01% 286
2018
Q3 		– Sell
-1,769
Closed -$83K – 329
2018
Q2 		$83K Sell
1,769
-32,812
-95% -$1.71M 0.04% 135
2018
Q1 		$1.87M Sell
34,581
-2,596
-7% -$144K 0.78% 22
2017
Q4 		$2.1M Sell
37,177
-8,339
-18% -$422K 0.94% 22
2017
Q3 		$2.19M Buy
45,516
+1,895
+4% +$87.9K 0.8% 22
2017
Q2 		$1.94M Sell
43,621
-937
-2% -$40.4K 1.1% 18
2017
Q1 		$1.91M Buy
44,558
+8
+0% +$355 1.13% 19
2016
Q4 		$1.88M Buy
+44,550
New +$1.68M 1.41% 14

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Simon Quick Advisors's MS Position: Q2 2026 in Review

Simon Quick Advisors reduced its Morgan Stanley (MS) stake by 17% in Q2 2026, selling an estimated $1.27M and leaving 30,705 shares worth $6.42M. The position accounts for 0.26% of the portfolio, ranked #65.

Simon Quick Advisors first reported a position in MS in Q4 2016 and has held it in 38 quarters since. 1,255 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Simon Quick Advisors held 30,705 shares of Morgan Stanley worth $6.42M as of Q2 2026.
  • Simon Quick Advisors sold 6,421 Morgan Stanley shares in Q2 2026, an estimated $1.27M.
  • Morgan Stanley made up 0.26% of Simon Quick Advisors's portfolio in Q2 2026, its #65 holding.
  • Simon Quick Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.