Y-Intercept (HK)
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Y-Intercept (HK)’s Morgan Stanley MS Stock Holding History

Y-Intercept (HK)’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
Q3 		– Sell
-20,727
Closed -$4.33M – 1904
2026
Q2 		$4.33M Sell
20,727
-7,732
-27% -$1.53M 0.09% 328
2026
Q1 		$4.68M Buy
28,459
+2,008
+8% +$348K 0.09% 340
2025
Q4 		$4.7M Buy
26,451
+13,934
+111% +$2.32M 0.11% 249
2025
Q3 		$1.99M Sell
12,517
-354
-3% -$52.3K 0.05% 608
2025
Q2 		$1.81M Sell
12,871
-53,061
-80% -$6.52M 0.04% 652
2025
Q1 		$7.69M Buy
65,932
+56,055
+568% +$7.22M 0.52% 19
2024
Q4 		$1.24M Buy
9,877
+6,163
+166% +$759K 0.08% 347
2024
Q3 		$387K Sell
3,714
-16,465
-82% -$1.66M 0.02% 904
2024
Q2 		$1.96M Buy
+20,179
New +$1.92M 0.11% 254
2023
Q3 		– Sell
-7,334
Closed -$626K – 1399
2023
Q2 		$626K Buy
7,334
+1,765
+32% +$151K 0.07% 478
2023
Q1 		$489K Sell
5,569
-6,112
-52% -$570K 0.06% 542
2022
Q4 		$993K Sell
11,681
-28,239
-71% -$2.41M 0.15% 200
2022
Q3 		$3.15M Buy
+39,920
New +$3.36M 0.32% 62
2022
Q2 		– Sell
-21,524
Closed -$1.88M – 1074
2022
Q1 		$1.88M Buy
21,524
+3,749
+21% +$362K 0.43% 37
2021
Q4 		$1.74M Sell
17,775
-19,878
-53% -$1.98M 0.41% 47
2021
Q3 		$3.66M Buy
+37,653
New +$3.73M 0.67% 15

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Y-Intercept (HK)'s MS Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Morgan Stanley (MS) in Q3 2026, closing a stake of 20,727 shares — an estimated $4.33M sold.

Y-Intercept (HK) first reported a position in MS in Q3 2021 and held it in 16 quarters. The position peaked at $7.69M in Q1 2025. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Y-Intercept (HK) reported no remaining Morgan Stanley position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 20,727 Morgan Stanley shares in Q3 2026, an estimated $4.33M.
  • Y-Intercept (HK) first reported a position in Morgan Stanley in Q3 2021 and held it in 16 quarters.
  • Y-Intercept (HK)'s Morgan Stanley position peaked at $7.69M in Q1 2025.
  • 1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.