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Abacus Wealth Partners’s Morgan Stanley MS Stock Holding History

Abacus Wealth Partners’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 		$1.69M Sell
8,086
-1,203
-13% -$238K 0.18% 41
2026
Q1 		$1.53M Sell
9,289
-1,254
-12% -$217K 0.14% 59
2025
Q4 		$1.87M Buy
+10,543
New +$1.76M 0.18% 48

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Abacus Wealth Partners's MS Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Morgan Stanley (MS) stake by 13% in Q2 2026, selling an estimated $238K and leaving 8,086 shares worth $1.69M. The position accounts for 0.18% of the portfolio, ranked #41.

Abacus Wealth Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Abacus Wealth Partners held 8,086 shares of Morgan Stanley worth $1.69M as of Q2 2026.
  • Abacus Wealth Partners sold 1,203 Morgan Stanley shares in Q2 2026, an estimated $238K.
  • Morgan Stanley made up 0.18% of Abacus Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Abacus Wealth Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Abacus Wealth Partners's Morgan Stanley position peaked at $1.87M in Q4 2025.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.