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SJS Investment Consulting’s Morgan Stanley MS Stock Holding History

SJS Investment Consulting’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 		$98K Buy
469
+148
+46% +$29.3K 0.01% 252
2026
Q1 		$52.8K Buy
321
+30
+10% +$5.19K 0.01% 372
2025
Q4 		$51.7K Buy
291
+45
+18% +$7.51K 0.01% 342
2025
Q3 		$39.1K Buy
246
+212
+624% +$31.3K 0.01% 400
2025
Q2 		$4.79K Sell
34
-22
-39% -$2.7K ﹤0.01% 411
2025
Q1 		$6.53K Hold
56
– – ﹤0.01% 416
2024
Q4 		$7.04K Sell
56
-10
-15% -$1.23K ﹤0.01% 387
2024
Q3 		$6.88K Sell
66
-2
-3% -$201 ﹤0.01% 424
2024
Q2 		$6.61K Sell
68
-2
-3% -$190 ﹤0.01% 394
2024
Q1 		$6.59K Sell
70
-299
-81% -$26.3K ﹤0.01% 416
2023
Q4 		$34.4K Sell
369
-23
-6% -$1.84K 0.01% 193
2023
Q3 		$32K Buy
392
+10
+3% +$868 0.01% 196
2023
Q2 		$32.6K Sell
382
-13
-3% -$1.11K 0.01% 183
2023
Q1 		$34.7K Buy
395
+16
+4% +$1.49K 0.01% 174
2022
Q4 		$32.2K Buy
379
+37
+11% +$3.15K 0.01% 185
2022
Q3 		$27K Buy
+342
New +$28.8K 0.01% 209
2022
Q1 		$32K Buy
359
+59
+20% +$5.69K 0.01% 231
2021
Q4 		$29K Buy
+300
New +$29.9K 0.01% 226

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

SJS Investment Consulting's MS Position: Q2 2026 in Review

SJS Investment Consulting increased its Morgan Stanley (MS) stake by 46% in Q2 2026, buying an estimated $29.3K and bringing the position to 469 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #252.

SJS Investment Consulting first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 898 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SJS Investment Consulting held 469 shares of Morgan Stanley worth $98K as of Q2 2026.
  • SJS Investment Consulting bought 148 Morgan Stanley shares in Q2 2026, an estimated $29.3K.
  • Morgan Stanley made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #252 holding.
  • SJS Investment Consulting first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • 898 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.