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Tema ETFs’s Morgan Stanley MS Stock Holding History

Tema ETFs’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 		$5.07M Buy
24,259
+2,320
+11% +$459K 0.16% 112
2026
Q1 		$3.61M Buy
21,939
+166
+0.8% +$28.7K 0.24% 101
2025
Q4 		$3.87M Sell
21,773
-64
-0.3% -$10.7K 0.3% 92
2025
Q3 		$3.47M Buy
+21,837
New +$3.22M 0.29% 102

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

Tema ETFs's MS Position: Q2 2026 in Review

Tema ETFs increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $459K and bringing the position to 24,259 shares worth $5.07M. The position accounts for 0.16% of the portfolio, ranked #112.

Tema ETFs 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.

  • Tema ETFs held 24,259 shares of Morgan Stanley worth $5.07M as of Q2 2026.
  • Tema ETFs bought 2,320 Morgan Stanley shares in Q2 2026, an estimated $459K.
  • Morgan Stanley made up 0.16% of Tema ETFs's portfolio in Q2 2026, its #112 holding.
  • Tema ETFs 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 Tema ETFs's 13F filing for Q2 2026, filed 10 Jul 2026.