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MS icon

Sunpointe’s Morgan Stanley MS Stock Holding History

Sunpointe’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 		$414K Sell
1,979
-35
-2% -$6.93K 0.12% 162
2026
Q1 		$331K Sell
2,014
-94
-4% -$16.3K 0.11% 186
2025
Q4 		$374K Buy
2,108
+238
+13% +$39.7K 0.12% 165
2025
Q3 		$297K Sell
1,870
-787
-30% -$116K 0.11% 180
2025
Q2 		$374K Buy
2,657
+87
+3% +$10.7K 0.15% 142
2025
Q1 		$300K Sell
2,570
-216
-8% -$27.8K 0.16% 119
2024
Q4 		$350K Buy
2,786
+27
+1% +$3.33K 0.18% 113
2024
Q3 		$288K Buy
+2,759
New +$278K 0.24% 107

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

Sunpointe's MS Position: Q2 2026 in Review

Sunpointe reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $6.93K and leaving 1,979 shares worth $414K. The position accounts for 0.12% of the portfolio, ranked #162.

Sunpointe first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sunpointe held 1,979 shares of Morgan Stanley worth $414K as of Q2 2026.
  • Sunpointe sold 35 Morgan Stanley shares in Q2 2026, an estimated $6.93K.
  • Morgan Stanley made up 0.12% of Sunpointe's portfolio in Q2 2026, its #162 holding.
  • Sunpointe first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.