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Yousif Capital Management’s Morgan Stanley MS Stock Holding History

Yousif 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 		$27.3M Sell
130,397
-10,684
-8% -$2.12M 0.31% 48
2026
Q1 		$23.2M Sell
141,081
-7,018
-5% -$1.22M 0.27% 56
2025
Q4 		$27M Sell
148,099
-7,682
-5% -$1.28M 0.3% 49
2025
Q3 		$24.8M Sell
155,781
-11,119
-7% -$1.64M 0.26% 54
2025
Q2 		$23.5M Sell
166,900
-2,727
-2% -$335K 0.25% 63
2025
Q1 		$19.8M Sell
169,627
-1,168
-0.7% -$150K 0.23% 70
2024
Q4 		$21.5M Sell
170,795
-5,352
-3% -$659K 0.24% 64
2024
Q3 		$18.4M Sell
176,147
-2,541
-1% -$256K 0.2% 86
2024
Q2 		$17.4M Sell
178,688
-3,821
-2% -$364K 0.2% 89
2024
Q1 		$17.2M Sell
182,509
-3,476
-2% -$306K 0.19% 92
2023
Q4 		$17.3M Sell
185,985
-8,290
-4% -$663K 0.2% 82
2023
Q3 		$15.9M Sell
194,275
-10,010
-5% -$869K 0.2% 88
2023
Q2 		$17.4M Buy
204,285
+1,717
+0.8% +$147K 0.21% 76
2023
Q1 		$17.8M Sell
202,568
-12,338
-6% -$1.15M 0.23% 74
2022
Q4 		$18.3M Buy
214,906
+3,056
+1% +$260K 0.24% 78
2022
Q3 		$16.7M Sell
211,850
-10,224
-5% -$862K 0.24% 66
2022
Q2 		$16.9M Sell
222,074
-7,555
-3% -$619K 0.22% 73
2022
Q1 		$20.1M Sell
229,629
-3,534
-2% -$341K 0.22% 75
2021
Q4 		$22.9M Buy
+233,163
New +$23.2M 0.24% 70

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

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

Yousif Capital Management reduced its Morgan Stanley (MS) stake by 7.6% in Q2 2026, selling an estimated $2.12M and leaving 130,397 shares worth $27.3M. The position accounts for 0.31% of the portfolio, ranked #48.

Yousif Capital Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Yousif Capital Management held 130,397 shares of Morgan Stanley worth $27.3M as of Q2 2026.
  • Yousif Capital Management sold 10,684 Morgan Stanley shares in Q2 2026, an estimated $2.12M.
  • Morgan Stanley made up 0.31% of Yousif Capital Management's portfolio in Q2 2026, its #48 holding.
  • Yousif Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.