Thompson Investment Management’s Morgan Stanley MS Stock Holding History

Thompson Investment 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	$169K	Hold	808	–	–	0.02%	187
2026 Q1	$133K	Hold	808	–	–	0.02%	199
2025 Q4	$143K	Sell	808 -78	-9%	-$13K	0.02%	191
2025 Q3	$141K	Hold	886	–	–	0.02%	196
2025 Q2	$125K	Sell	886 -183	-17%	-$22.5K	0.02%	204
2025 Q1	$125K	Buy	1,069 +2	+0.2%	+$258	0.02%	200
2024 Q4	$134K	Sell	1,067 -458	-30%	-$56.4K	0.02%	202
2024 Q3	$159K	Buy	1,525 +2	+0.1%	+$201	0.02%	184
2024 Q2	$148K	Sell	1,523 -41	-3%	-$3.9K	0.02%	182
2024 Q1	$147K	Buy	1,564 +2	+0.1%	+$176	0.02%	181
2023 Q4	$146K	Hold	1,562	–	–	0.02%	182
2023 Q3	$128K	Hold	1,562	–	–	0.02%	189
2023 Q2	$133K	Hold	1,562	–	–	0.02%	192
2023 Q1	$137K	Buy	+1,562	New	+$146K	0.02%	189

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thompson Investment Management's MS Position: Q2 2026 in Review

Thompson Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 808 shares worth $169K. The position accounts for 0.02% of the portfolio, ranked #187.

Thompson Investment Management first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 897 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Thompson Investment Management held 808 shares of Morgan Stanley worth $169K as of Q2 2026.
Thompson Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.02% of Thompson Investment Management's portfolio in Q2 2026, its #187 holding.
Thompson Investment Management first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
897 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.