AG
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Advocate Group’s Morgan Stanley MS Stock Holding History

Advocate Group’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 		$10.7M Sell
51,194
-5,978
-10% -$1.18M 1.61% 17
2026
Q1 		$9.41M Sell
57,172
-4,112
-7% -$712K 1.47% 24
2025
Q4 		$10.9M Sell
61,284
-10,898
-15% -$1.82M 1.76% 12
2025
Q3 		$11.5M Sell
72,182
-2,810
-4% -$415K 1.89% 12
2025
Q2 		$10.6M Sell
74,992
-1,908
-2% -$234K 1.89% 13
2025
Q1 		$8.97M Sell
76,900
-3,916
-5% -$505K 1.64% 19
2024
Q4 		$10.2M Sell
80,816
-3,549
-4% -$437K 1.91% 11
2024
Q3 		$8.79M Buy
84,365
+1,557
+2% +$157K 1.59% 22
2024
Q2 		$8.05M Buy
82,808
+1,095
+1% +$104K 1.62% 21
2024
Q1 		$7.69M Buy
81,713
+8,311
+11% +$732K 1.53% 23
2023
Q4 		$6.84M Sell
73,402
-1,591
-2% -$127K 1.47% 22
2023
Q3 		$6.12M Buy
74,993
+1,574
+2% +$137K 1.42% 25
2023
Q2 		$6.27M Buy
73,419
+1,895
+3% +$162K 1.38% 27
2023
Q1 		$6.28M Sell
71,524
-3,728
-5% -$348K 1.37% 28
2022
Q4 		$6.4M Buy
75,252
+3,052
+4% +$260K 1.38% 29
2022
Q3 		$5.71M Buy
72,200
+2,321
+3% +$196K 1.41% 27
2022
Q2 		$5.32M Buy
+69,879
New +$5.72M 1.24% 35

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
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

Advocate Group's MS Position: Q2 2026 in Review

Advocate Group reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $1.18M and leaving 51,194 shares worth $10.7M. The position accounts for 1.61% of the portfolio, ranked #17.

Advocate Group first reported a position in MS in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.5M in Q3 2025. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Advocate Group held 51,194 shares of Morgan Stanley worth $10.7M as of Q2 2026.
  • Advocate Group sold 5,978 Morgan Stanley shares in Q2 2026, an estimated $1.18M.
  • Morgan Stanley made up 1.61% of Advocate Group's portfolio in Q2 2026, its #17 holding.
  • Advocate Group first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
  • Advocate Group's Morgan Stanley position peaked at $11.5M in Q3 2025.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.