SGK
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Steigerwald Gordon & Koch’s Morgan Stanley MS Stock Holding History

Steigerwald Gordon & Koch’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 		$239K Buy
1,142
+57
+5% +$11.3K 0.02% 136
2026
Q1 		$179K Sell
1,085
-52
-5% -$9K 0.02% 148
2025
Q4 		$202K Buy
1,137
+127
+13% +$21.2K 0.02% 142
2025
Q3 		$161K Buy
+1,010
New +$149K 0.02% 161

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

Steigerwald Gordon & Koch's MS Position: Q2 2026 in Review

Steigerwald Gordon & Koch increased its Morgan Stanley (MS) stake by 5.3% in Q2 2026, buying an estimated $11.3K and bringing the position to 1,142 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #136.

Steigerwald Gordon & Koch first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Steigerwald Gordon & Koch held 1,142 shares of Morgan Stanley worth $239K as of Q2 2026.
  • Steigerwald Gordon & Koch bought 57 Morgan Stanley shares in Q2 2026, an estimated $11.3K.
  • Morgan Stanley made up 0.02% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #136 holding.
  • Steigerwald Gordon & Koch first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.