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Summitry LLC’s Morgan Stanley MS Stock Holding History

Summitry LLC’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 		$453K Buy
2,166
+461
+27% +$91.3K 0.01% 173
2026
Q1 		$281K Buy
1,705
+138
+9% +$23.9K 0.01% 222
2025
Q4 		$278K Buy
1,567
+261
+20% +$43.5K 0.01% 197
2025
Q3 		$208K Buy
+1,306
New +$193K 0.01% 211

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

Summitry LLC's MS Position: Q2 2026 in Review

Summitry LLC increased its Morgan Stanley (MS) stake by 27% in Q2 2026, buying an estimated $91.3K and bringing the position to 2,166 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #173.

Summitry LLC first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Summitry LLC held 2,166 shares of Morgan Stanley worth $453K as of Q2 2026.
  • Summitry LLC bought 461 Morgan Stanley shares in Q2 2026, an estimated $91.3K.
  • Morgan Stanley made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #173 holding.
  • Summitry LLC first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.