Vaughan Nelson Investment Management’s Morgan Stanley MS Stock Holding History

Vaughan Nelson 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	$1.84M	Hold	8,790	–	–	0.02%	166
2026 Q1	$1.45M	Hold	8,790	–	–	0.01%	169
2025 Q4	$1.56M	Sell	8,790 -18,000	-67%	-$3M	0.02%	166
2025 Q3	$4.26M	Hold	26,790	–	–	0.04%	145
2025 Q2	$3.77M	Hold	26,790	–	–	0.04%	141
2025 Q1	$3.13M	Sell	26,790 -2,250	-8%	-$290K	0.03%	156
2024 Q4	$3.65M	Hold	29,040	–	–	0.03%	144
2024 Q3	$3.03M	Hold	29,040	–	–	0.03%	149
2024 Q2	$2.82M	Hold	29,040	–	–	0.03%	150
2024 Q1	$2.73M	Hold	29,040	–	–	0.02%	152
2023 Q4	$2.71M	Sell	29,040 -5,315	-15%	-$425K	0.03%	160
2023 Q3	$2.81M	Hold	34,355	–	–	0.03%	170
2023 Q2	$2.93M	Sell	34,355 -3,045	-8%	-$260K	0.03%	164
2023 Q1	$3.28M	Sell	37,400 -8,000	-18%	-$747K	0.04%	153
2022 Q4	$3.86M	Hold	45,400	–	–	0.05%	156
2022 Q3	$3.59M	Hold	45,400	–	–	0.05%	145
2022 Q2	$3.45M	Hold	45,400	–	–	0.05%	154
2022 Q1	$3.97M	Buy	45,400 +8,225	+22%	+$794K	0.05%	155
2021 Q4	$3.65M	Sell	37,175 -1,207	-3%	-$120K	0.04%	152
2021 Q3	$3.73M	Buy	38,382 +3,457	+10%	+$343K	0.04%	148
2021 Q2	$3.2M	Sell	34,925 -1,521,747	-98%	-$130M	0.03%	149
2021 Q1	$121M	Sell	1,556,672 -197,384	-11%	-$15.1M	1.29%	21
2020 Q4	$120M	Sell	1,754,056 -9,290	-0.5%	-$533K	1.41%	15
2020 Q3	$85.3M	Buy	+1,763,346	New	+$88.8M	1.19%	22

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

Vaughan Nelson Investment Management's MS Position: Q2 2026 in Review

Vaughan Nelson Investment Management held its Morgan Stanley (MS) position steady in Q2 2026 at 8,790 shares worth $1.84M. The position accounts for 0.02% of the portfolio, ranked #166.

Vaughan Nelson Investment Management first reported a position in MS in Q3 2020 and has held it in 24 quarters since. The position peaked at $121M in Q1 2021. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Vaughan Nelson Investment Management held 8,790 shares of Morgan Stanley worth $1.84M as of Q2 2026.
Vaughan Nelson Investment Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.02% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #166 holding.
Vaughan Nelson Investment Management first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
Vaughan Nelson Investment Management's Morgan Stanley position peaked at $121M in Q1 2021.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.