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Sompo Asset Management’s Morgan Stanley MS Stock Holding History

Sompo Asset Management’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 		$1.57M Sell
7,510
-120
-2% -$23.8K 0.26% 63
2026
Q1 		$1.26M Hold
7,630
– – 0.23% 74
2025
Q4 		$1.35M Sell
7,630
-460
-6% -$76.7K 0.23% 68
2025
Q3 		$1.29M Sell
8,090
-80
-1% -$11.8K 0.22% 72
2025
Q2 		$1.15M Hold
8,170
– – 0.2% 74
2025
Q1 		$953K Buy
8,170
+1,280
+19% +$165K 0.18% 84
2024
Q4 		$866K Sell
6,890
-1,110
-14% -$137K 0.15% 90
2024
Q3 		$834K Sell
8,000
-540
-6% -$54.4K 0.13% 100
2024
Q2 		$830K Sell
8,540
-1,170
-12% -$111K 0.14% 98
2024
Q1 		$914K Buy
9,710
+390
+4% +$34.3K 0.15% 93
2023
Q4 		$869K Buy
9,320
+720
+8% +$57.6K 0.16% 99
2023
Q3 		$702K Buy
8,600
+2,100
+32% +$182K 0.15% 110
2023
Q2 		$555K Buy
6,500
+380
+6% +$32.5K 0.1% 115
2023
Q1 		$537K Sell
6,120
-260
-4% -$24.3K 0.11% 114
2022
Q4 		$542K Buy
6,380
+50
+0.8% +$4.26K 0.12% 122
2022
Q3 		$500K Buy
6,330
+2,760
+77% +$233K 0.13% 121
2022
Q2 		$271K Buy
3,570
+290
+9% +$23.8K 0.07% 131
2022
Q1 		$286K Buy
3,280
+410
+14% +$39.6K 0.06% 138
2021
Q4 		$281K Buy
2,870
+270
+10% +$26.9K 0.06% 141
2021
Q3 		$253K Hold
2,600
– – 0.06% 135
2021
Q2 		$238K Buy
+2,600
New +$223K 0.05% 138

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sompo Asset Management's MS Position: Q2 2026 in Review

Sompo Asset Management reduced its Morgan Stanley (MS) stake by 1.6% in Q2 2026, selling an estimated $23.8K and leaving 7,510 shares worth $1.57M. The position accounts for 0.26% of the portfolio, ranked #63.

Sompo Asset Management first reported a position in MS in Q2 2021 and has held it in 21 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sompo Asset Management held 7,510 shares of Morgan Stanley worth $1.57M as of Q2 2026.
  • Sompo Asset Management sold 120 Morgan Stanley shares in Q2 2026, an estimated $23.8K.
  • Morgan Stanley made up 0.26% of Sompo Asset Management's portfolio in Q2 2026, its #63 holding.
  • Sompo Asset Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sompo Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.