TAM
MS icon

Titleist Asset Management’s Morgan Stanley MS Stock Holding History

Titleist Asset 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 		$370K Buy
1,771
+43
+2% +$8.52K 0.02% 319
2026
Q1 		$284K Buy
1,728
+144
+9% +$24.9K 0.02% 336
2025
Q4 		$281K Buy
1,584
+35
+2% +$5.84K 0.02% 315
2025
Q3 		$246K Sell
1,549
-174
-10% -$25.7K 0.02% 278
2025
Q2 		$243K Buy
1,723
+2
+0.1% +$246 0.02% 285
2025
Q1 		$201K Sell
1,721
-511
-23% -$65.8K 0.02% 287
2024
Q4 		$281K Sell
2,232
-638
-22% -$78.6K 0.03% 262
2024
Q3 		$299K Sell
2,870
-1,246
-30% -$125K 0.04% 225
2024
Q2 		$400K Sell
4,116
-178
-4% -$16.9K 0.06% 186
2024
Q1 		$404K Sell
4,294
-2,246
-34% -$198K 0.07% 178
2023
Q4 		$610K Sell
6,540
-731
-10% -$58.5K 0.11% 135
2023
Q3 		$594K Buy
+7,271
New +$631K 0.12% 136

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

Titleist Asset Management's MS Position: Q2 2026 in Review

Titleist Asset Management increased its Morgan Stanley (MS) stake by 2.5% in Q2 2026, buying an estimated $8.52K and bringing the position to 1,771 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #319.

Titleist Asset Management first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $610K in Q4 2023. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Titleist Asset Management held 1,771 shares of Morgan Stanley worth $370K as of Q2 2026.
  • Titleist Asset Management bought 43 Morgan Stanley shares in Q2 2026, an estimated $8.52K.
  • Morgan Stanley made up 0.02% of Titleist Asset Management's portfolio in Q2 2026, its #319 holding.
  • Titleist Asset Management first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • Titleist Asset Management's Morgan Stanley position peaked at $610K in Q4 2023.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Titleist Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.