Westwind Capital’s Morgan Stanley MS Stock Holding History

Westwind Capital’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	$9.12M	Buy	+43,637	New	+$8.64M	2.16%	20

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Westwind Capital's MS Position: Q2 2026 in Review

Westwind Capital opened a new position in Morgan Stanley (MS) in Q2 2026: 43,637 shares worth $9.12M. The stake represents 2.16% of the portfolio and ranks #20 among its holdings.

1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Westwind Capital held 43,637 shares of Morgan Stanley worth $9.12M as of Q2 2026.
Morgan Stanley was a new Westwind Capital position in Q2 2026.
Morgan Stanley made up 2.16% of Westwind Capital's portfolio in Q2 2026, its #20 holding.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.