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 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	$1.75M	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

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Y-Intercept (HK)'s MS Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Morgan Stanley (MS) stake by 27% in Q2 2026, selling an estimated $1.53M and leaving 20,727 shares worth $4.33M. The position accounts for 0.09% of the portfolio, ranked #328.

Y-Intercept (HK) first reported a position in MS in Q3 2021 and has held it in 16 quarters since. The position peaked at $7.69M in Q1 2025. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Y-Intercept (HK) held 20,727 shares of Morgan Stanley worth $4.33M as of Q2 2026.
Y-Intercept (HK) sold 7,732 Morgan Stanley shares in Q2 2026, an estimated $1.53M.
Morgan Stanley made up 0.09% of Y-Intercept (HK)'s portfolio in Q2 2026, its #328 holding.
Y-Intercept (HK) first reported a position in Morgan Stanley in Q3 2021 and has held it in 16 quarters since.
Y-Intercept (HK)'s Morgan Stanley position peaked at $7.69M in Q1 2025.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.