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Allegheny Financial Group’s Morgan Stanley MS Stock Holding History

Allegheny Financial 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 		$736K Buy
3,520
+87
+3% +$17.2K 0.08% 135
2026
Q1 		$565K Buy
3,433
+2
+0.1% +$346 0.08% 145
2025
Q4 		$609K Sell
3,431
-38
-1% -$6.34K 0.09% 137
2025
Q3 		$552K Sell
3,469
-29
-0.8% -$4.28K 0.1% 137
2025
Q2 		$493K Buy
3,498
+21
+0.6% +$2.58K 0.11% 139
2025
Q1 		$406K Buy
3,477
+707
+26% +$91.1K 0.1% 146
2024
Q4 		$348K Sell
2,770
-9
-0.3% -$1.11K 0.09% 167
2024
Q3 		$290K Buy
2,779
+379
+16% +$38.2K 0.07% 192
2024
Q2 		$233K Buy
+2,400
New +$228K 0.07% 197

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

Allegheny Financial Group's MS Position: Q2 2026 in Review

Allegheny Financial Group increased its Morgan Stanley (MS) stake by 2.5% in Q2 2026, buying an estimated $17.2K and bringing the position to 3,520 shares worth $736K. The position accounts for 0.08% of the portfolio, ranked #135.

Allegheny Financial Group first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Allegheny Financial Group held 3,520 shares of Morgan Stanley worth $736K as of Q2 2026.
  • Allegheny Financial Group bought 87 Morgan Stanley shares in Q2 2026, an estimated $17.2K.
  • Morgan Stanley made up 0.08% of Allegheny Financial Group's portfolio in Q2 2026, its #135 holding.
  • Allegheny Financial Group first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.