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True North Advisors’s Morgan Stanley MS Stock Holding History

True North Advisors’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 		$2.34M Sell
11,201
-10,002
-47% -$1.98M 0.22% 70
2026
Q1 		$3.49M Sell
21,203
-335
-2% -$58K 0.4% 45
2025
Q4 		$3.82M Buy
21,538
+368
+2% +$61.4K 0.49% 37
2025
Q3 		$3.37M Sell
21,170
-1,201
-5% -$177K 0.53% 29
2025
Q2 		$3.15M Sell
22,371
-2,052
-8% -$252K 0.6% 36
2025
Q1 		$2.85M Sell
24,423
-4,172
-15% -$538K 0.51% 45
2024
Q4 		$3.59M Buy
28,595
+26,055
+1,026% +$3.21M 0.85% 21
2024
Q3 		$265K Hold
2,540
– – 0.07% 156
2024
Q2 		$247K Sell
2,540
-304
-11% -$28.9K 0.07% 170
2024
Q1 		$268K Buy
2,844
+117
+4% +$10.3K 0.07% 153
2023
Q4 		$254K Buy
2,727
+18
+0.7% +$1.44K 0.07% 157
2023
Q3 		$221K Sell
2,709
-813
-23% -$70.6K 0.07% 180
2023
Q2 		$301K Buy
+3,522
New +$301K 0.09% 162

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

True North Advisors's MS Position: Q2 2026 in Review

True North Advisors reduced its Morgan Stanley (MS) stake by 47% in Q2 2026, selling an estimated $1.98M and leaving 11,201 shares worth $2.34M. The position accounts for 0.22% of the portfolio, ranked #70.

True North Advisors first reported a position in MS in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.82M in Q4 2025. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • True North Advisors held 11,201 shares of Morgan Stanley worth $2.34M as of Q2 2026.
  • True North Advisors sold 10,002 Morgan Stanley shares in Q2 2026, an estimated $1.98M.
  • Morgan Stanley made up 0.22% of True North Advisors's portfolio in Q2 2026, its #70 holding.
  • True North Advisors first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • True North Advisors's Morgan Stanley position peaked at $3.82M in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on True North Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.