Albion Financial Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12.5M | Sell |
59,619
-247
| -0.4% | -$48.9K | 0.72% | 39 |
|
|
2026
Q1 | $9.85M | Sell |
59,866
-967
| -2% | -$167K | 0.64% | 44 |
|
|
2025
Q4 | $10.8M | Sell |
60,833
-4,020
| -6% | -$671K | 0.67% | 42 |
|
|
2025
Q3 | $10.3M | Sell |
64,853
-317
| -0.5% | -$46.8K | 0.62% | 46 |
|
|
2025
Q2 | $9.18M | Buy |
65,170
+487
| +0.8% | +$59.8K | 0.6% | 45 |
|
|
2025
Q1 | $7.55M | Sell |
64,683
-596
| -0.9% | -$76.8K | 0.53% | 51 |
|
|
2024
Q4 | $8.21M | Sell |
65,279
-1,188
| -2% | -$146K | 0.56% | 42 |
|
|
2024
Q3 | $6.93M | Sell |
66,467
-64
| -0.1% | -$6.45K | 0.48% | 47 |
|
|
2024
Q2 | $6.47M | Sell |
66,531
-1,150
| -2% | -$109K | 0.49% | 43 |
|
|
2024
Q1 | $6.37M | Buy |
67,681
+2,026
| +3% | +$178K | 0.49% | 44 |
|
|
2023
Q4 | $6.12M | Sell |
65,655
-912
| -1% | -$73K | 0.5% | 42 |
|
|
2023
Q3 | $5.44M | Buy |
66,567
+6,067
| +10% | +$527K | 0.5% | 44 |
|
|
2023
Q2 | $5.17M | Buy |
60,500
+4,880
| +9% | +$417K | 0.45% | 51 |
|
|
2023
Q1 | $4.88M | Sell |
55,620
-296
| -0.5% | -$27.6K | 0.45% | 50 |
|
|
2022
Q4 | $4.75M | Buy |
55,916
+1,055
| +2% | +$89.9K | 0.46% | 51 |
|
|
2022
Q3 | $4.33M | Buy |
54,861
+937
| +2% | +$79K | 0.45% | 50 |
|
|
2022
Q2 | $4.1M | Buy |
53,924
+1,494
| +3% | +$122K | 0.41% | 56 |
|
|
2022
Q1 | $4.58M | Buy |
52,430
+3,115
| +6% | +$301K | 0.39% | 54 |
|
|
2021
Q4 | $4.84M | Buy |
49,315
+1,150
| +2% | +$115K | 0.38% | 57 |
|
|
2021
Q3 | $4.69M | Buy |
48,165
+32
| +0.1% | +$3.17K | 0.41% | 57 |
|
|
2021
Q2 | $4.41M | Buy |
+48,133
| New | +$4.13M | 0.38% | 60 |
|
|
2020
Q4 | $3.13M | Buy |
45,629
+2,118
| +5% | +$122K | 0.31% | 69 |
|
|
2020
Q3 | $2.1M | Buy |
43,511
+641
| +1% | +$32.3K | 0.23% | 69 |
|
|
2020
Q2 | $2.07M | Buy |
42,870
+1,825
| +4% | +$76.6K | 0.24% | 65 |
|
|
2020
Q1 | $1.4M | Buy |
41,045
+4,700
| +13% | +$221K | 0.2% | 69 |
|
|
2019
Q4 | $1.86M | Buy |
36,345
+635
| +2% | +$30.1K | 0.22% | 72 |
|
|
2019
Q3 | $1.52M | Buy |
35,710
+154
| +0.4% | +$6.58K | 0.2% | 77 |
|
|
2019
Q2 | $1.56M | Sell |
35,556
-840
| -2% | -$37.5K | 0.2% | 79 |
|
|
2019
Q1 | $1.54M | Buy |
36,396
+2,070
| +6% | +$87.1K | 0.21% | 81 |
|
|
2018
Q4 | $1.36M | Buy |
34,326
+1,782
| +5% | +$77.8K | 0.21% | 81 |
|
|
2018
Q3 | $1.52M | Sell |
32,544
-3,600
| -10% | -$176K | 0.21% | 76 |
|
|
2018
Q2 | $1.71M | Buy |
36,144
+4,585
| +15% | +$240K | 0.25% | 70 |
|
|
2018
Q1 | $1.7M | Buy |
31,559
+773
| +3% | +$42.8K | 0.26% | 66 |
|
|
2017
Q4 | $1.61M | Buy |
30,786
+2,720
| +10% | +$138K | 0.25% | 68 |
|
|
2017
Q3 | $1.35M | Buy |
28,066
+14,695
| +110% | +$682K | 0.21% | 76 |
|
|
2017
Q2 | $596K | Buy |
13,371
+1,000
| +8% | +$43.1K | 0.1% | 110 |
|
|
2017
Q1 | $530K | Buy |
+12,371
| New | +$549K | 0.08% | 115 |
|
Other funds holding MS
Albion Financial Group's MS Position: Q2 2026 in Review
Albion Financial Group reduced its Morgan Stanley (MS) stake by 0.41% in Q2 2026, selling an estimated $48.9K and leaving 59,619 shares worth $12.5M. The position accounts for 0.72% of the portfolio, ranked #39.
Albion Financial Group first reported a position in MS in Q1 2017 and has held it in 37 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Albion Financial Group held 59,619 shares of Morgan Stanley worth $12.5M as of Q2 2026.
- Albion Financial Group sold 247 Morgan Stanley shares in Q2 2026, an estimated $48.9K.
- Morgan Stanley made up 0.72% of Albion Financial Group's portfolio in Q2 2026, its #39 holding.
- Albion Financial Group first reported a position in Morgan Stanley in Q1 2017 and has held it in 37 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.