Advocate Group
MS icon

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
Q3 		$8.97M Sell
47,680
-3,514
-7% -$747K 1.39% 26
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 		$5.7M 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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
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
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 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

Advocate Group's MS Position: Q3 2026 in Review

Advocate Group reduced its Morgan Stanley (MS) stake by 6.9% in Q3 2026, selling an estimated $747K and leaving 47,680 shares worth $8.97M. The position accounts for 1.39% of the portfolio, ranked #26.

Advocate Group first reported a position in MS in Q2 2022 and has held it in 18 quarters since. The position peaked at $11.5M in Q3 2025. 1,188 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Advocate Group held 47,680 shares of Morgan Stanley worth $8.97M as of Q3 2026.
  • Advocate Group sold 3,514 Morgan Stanley shares in Q3 2026, an estimated $747K.
  • Morgan Stanley made up 1.39% of Advocate Group's portfolio in Q3 2026, its #26 holding.
  • Advocate Group first reported a position in Morgan Stanley in Q2 2022 and has held it in 18 quarters since.
  • Advocate Group's Morgan Stanley position peaked at $11.5M in Q3 2025.
  • 1,188 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.