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Tributary Capital Management’s Morgan Stanley MS Stock Holding History

Tributary Capital 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 		– Sell
-3,080
Closed -$507K – 157
2026
Q1 		$507K Sell
3,080
-60
-2% -$10.4K 0.05% 119
2025
Q4 		$557K Sell
3,140
-910
-22% -$152K 0.05% 116
2025
Q3 		$644K Sell
4,050
-215
-5% -$31.7K 0.06% 110
2025
Q2 		$601K Sell
4,265
-120
-3% -$14.7K 0.05% 111
2025
Q1 		$512K Sell
4,385
-1,160
-21% -$149K 0.04% 119
2024
Q4 		$697K Sell
5,545
-305
-5% -$37.6K 0.05% 103
2024
Q3 		$610K Sell
5,850
-180
-3% -$18.1K 0.05% 109
2024
Q2 		$586K Buy
6,030
+3,250
+117% +$309K 0.05% 116
2024
Q1 		$262K Sell
2,780
-100
-3% -$8.81K 0.02% 160
2023
Q4 		$269K Sell
2,880
-70
-2% -$5.6K 0.02% 158
2023
Q3 		$241K Hold
2,950
– – 0.02% 158
2023
Q2 		$252K Sell
2,950
-1,120
-28% -$95.8K 0.02% 165
2023
Q1 		$357K Sell
4,070
-130
-3% -$12.1K 0.03% 149
2022
Q4 		$357K Sell
4,200
-100
-2% -$8.52K 0.04% 144
2022
Q3 		$340K Hold
4,300
– – 0.04% 143
2022
Q2 		$327K Sell
4,300
-100
-2% -$8.19K 0.03% 147
2022
Q1 		$385K Sell
4,400
-1,350
-23% -$130K 0.03% 204
2021
Q4 		$564K Sell
5,750
-350
-6% -$34.9K 0.04% 184
2021
Q3 		$594K Sell
6,100
-1,300
-18% -$129K 0.05% 173
2021
Q2 		$679K Sell
7,400
-200
-3% -$17.1K 0.05% 170
2021
Q1 		$590K Hold
7,600
– – 0.05% 174
2020
Q4 		$521K Buy
+7,600
New +$436K 0.04% 181
2016
Q1 		– Sell
-21,600
Closed -$687K – 194
2015
Q4 		$687K Hold
21,600
– – 0.11% 173
2015
Q3 		$680K Hold
21,600
– – 0.11% 172
2015
Q2 		$838K Buy
+21,600
New +$822K 0.13% 163

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

Tributary Capital Management's MS Position: Q2 2026 in Review

Tributary Capital Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 3,080 shares — an estimated $507K sold.

Tributary Capital Management first reported a position in MS in Q2 2015 and held it in 25 quarters. The position peaked at $838K in Q2 2015. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tributary Capital Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Tributary Capital Management sold 3,080 Morgan Stanley shares in Q2 2026, an estimated $507K.
  • Tributary Capital Management first reported a position in Morgan Stanley in Q2 2015 and held it in 25 quarters.
  • Tributary Capital Management's Morgan Stanley position peaked at $838K in Q2 2015.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Tributary Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.