WCM
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Wedge Capital Management’s Morgan Stanley MS Stock Holding History

Wedge 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 		$379K Sell
1,813
-317
-15% -$62.8K 0.01% 449
2026
Q1 		$351K Buy
2,130
+260
+14% +$45K 0.01% 488
2025
Q4 		$332K Sell
1,870
-117
-6% -$19.5K 0.01% 489
2025
Q3 		$316K Sell
1,987
-61
-3% -$9.01K 0.01% 504
2025
Q2 		$288K Sell
2,048
-212
-9% -$26K 0.01% 488
2025
Q1 		$264K Buy
2,260
+284
+14% +$36.6K 0.01% 496
2024
Q4 		$248K Buy
1,976
+43
+2% +$5.3K ﹤0.01% 498
2024
Q3 		$201K Buy
+1,933
New +$195K ﹤0.01% 497
2023
Q2 		– Sell
-2,750
Closed -$241K – 525
2023
Q1 		$241K Buy
2,750
+80
+3% +$7.47K ﹤0.01% 378
2022
Q4 		$227K Sell
2,670
-244
-8% -$20.8K ﹤0.01% 386
2022
Q3 		$230K Buy
2,914
+234
+9% +$19.7K ﹤0.01% 368
2022
Q2 		$204K Sell
2,680
-63
-2% -$5.16K ﹤0.01% 390
2022
Q1 		$240K Buy
2,743
+210
+8% +$20.3K ﹤0.01% 380
2021
Q4 		$249K Sell
2,533
-67
-3% -$6.67K ﹤0.01% 371
2021
Q3 		$253K Sell
2,600
-135
-5% -$13.4K ﹤0.01% 359
2021
Q2 		$251K Sell
2,735
-571
-17% -$49K ﹤0.01% 361
2021
Q1 		$257K Sell
3,306
-381,774
-99% -$29.3M ﹤0.01% 468
2020
Q4 		$26.4M Sell
385,080
-154
-0% -$8.84K 0.31% 127
2020
Q3 		$18.6M Sell
385,234
-156,948
-29% -$7.91M 0.25% 145
2020
Q2 		$26.2M Sell
542,182
-20,549
-4% -$863K 0.36% 107
2020
Q1 		$19.1M Sell
562,731
-67,820
-11% -$3.19M 0.33% 112
2019
Q4 		$32.2M Sell
630,551
-23,975
-4% -$1.13M 0.36% 107
2019
Q3 		$27.9M Buy
654,526
+15,968
+3% +$682K 0.32% 123
2019
Q2 		$28M Buy
638,558
+4,001
+0.6% +$178K 0.32% 120
2019
Q1 		$26.8M Buy
634,557
+7,038
+1% +$296K 0.31% 109
2018
Q4 		$24.9M Sell
627,519
-18,514
-3% -$808K 0.31% 115
2018
Q3 		$30.1M Buy
646,033
+42,531
+7% +$2.08M 0.29% 119
2018
Q2 		$28.6M Sell
603,502
-3,582
-0.6% -$187K 0.28% 119
2018
Q1 		$32.8M Sell
607,084
-41,020
-6% -$2.27M 0.31% 103
2017
Q4 		$34M Sell
648,104
-62,828
-9% -$3.18M 0.3% 96
2017
Q3 		$34.2M Sell
710,932
-834
-0.1% -$38.7K 0.32% 99
2017
Q2 		$31.7M Sell
711,766
-2,671
-0.4% -$115K 0.3% 111
2017
Q1 		$30.6M Sell
714,437
-5,859
-0.8% -$260K 0.29% 114
2016
Q4 		$30.4M Sell
720,296
-118,655
-14% -$4.49M 0.3% 116
2016
Q3 		$26.9M Sell
838,951
-78,835
-9% -$2.35M 0.27% 104
2016
Q2 		$23.8M Sell
917,786
-11,101
-1% -$290K 0.25% 114
2016
Q1 		$23.2M Buy
928,887
+114,662
+14% +$2.93M 0.24% 137
2015
Q4 		$25.9M Sell
814,225
-2,525
-0.3% -$83.9K 0.27% 126
2015
Q3 		$25.7M Sell
816,750
-84,000
-9% -$3.06M 0.27% 119
2015
Q2 		$34.9M Buy
+900,750
New +$34.3M 0.34% 105

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

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

Wedge Capital Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $62.8K and leaving 1,813 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #449.

Wedge Capital Management first reported a position in MS in Q2 2015 and has held it in 40 quarters since. The position peaked at $34.9M in Q2 2015. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wedge Capital Management held 1,813 shares of Morgan Stanley worth $379K as of Q2 2026.
  • Wedge Capital Management sold 317 Morgan Stanley shares in Q2 2026, an estimated $62.8K.
  • Morgan Stanley made up 0.01% of Wedge Capital Management's portfolio in Q2 2026, its #449 holding.
  • Wedge Capital Management first reported a position in Morgan Stanley in Q2 2015 and has held it in 40 quarters since.
  • Wedge Capital Management's Morgan Stanley position peaked at $34.9M in Q2 2015.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wedge Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.