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Arbor Investment Advisors’s Morgan Stanley MS Stock Holding History

Arbor Investment Advisors’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 		$1.1M Buy
5,239
+1,064
+25% +$211K 0.12% 49
2026
Q1 		$687K Hold
4,175
– – 0.09% 56
2025
Q4 		$741K Sell
4,175
-2,302
-36% -$384K 0.1% 50
2025
Q3 		$1.03M Buy
6,477
+1,079
+20% +$159K 0.13% 46
2025
Q2 		$760K Buy
5,398
+3
+0.1% +$368 0.1% 46
2025
Q1 		$629K Sell
5,395
-28
-0.5% -$3.61K 0.09% 50
2024
Q4 		$682K Sell
5,423
-1,067
-16% -$131K 0.1% 47
2024
Q3 		$676K Buy
6,490
+1,030
+19% +$104K 0.09% 54
2024
Q2 		$531K Sell
5,460
-1,043
-16% -$99.3K 0.08% 52
2024
Q1 		$612K Buy
6,503
+14
+0.2% +$1.23K 0.09% 55
2023
Q4 		$605K Sell
6,489
-81
-1% -$6.48K 0.09% 51
2023
Q3 		$537K Buy
6,570
+15
+0.2% +$1.3K 0.09% 52
2023
Q2 		$560K Sell
6,555
-26
-0.4% -$2.22K 0.1% 53
2023
Q1 		$578K Buy
6,581
+12
+0.2% +$1.12K 0.11% 52
2022
Q4 		$558K Buy
6,569
+1,098
+20% +$93.6K 0.11% 53
2022
Q3 		$432K Sell
5,471
-1,071
-16% -$90.3K 0.1% 42
2022
Q2 		$498K Buy
6,542
+13
+0.2% +$1.06K 0.11% 52
2022
Q1 		$571K Buy
6,529
+9
+0.1% +$868 0.11% 51
2021
Q4 		$640K Sell
6,520
-95
-1% -$9.46K 0.12% 47
2021
Q3 		$644K Buy
6,615
+10
+0.2% +$991 0.13% 47
2021
Q2 		$606K Buy
6,605
+6
+0.1% +$514 0.13% 51
2021
Q1 		$512K Buy
6,599
+1,512
+30% +$116K 0.12% 56
2020
Q4 		$349K Sell
5,087
-40
-0.8% -$2.29K 0.08% 67
2020
Q3 		$248K Buy
+5,127
New +$258K 0.06% 76

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
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbor Investment Advisors's MS Position: Q2 2026 in Review

Arbor Investment Advisors increased its Morgan Stanley (MS) stake by 25% in Q2 2026, buying an estimated $211K and bringing the position to 5,239 shares worth $1.1M. The position accounts for 0.12% of the portfolio, ranked #49.

Arbor Investment Advisors first reported a position in MS in Q3 2020 and has held it in 24 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Arbor Investment Advisors held 5,239 shares of Morgan Stanley worth $1.1M as of Q2 2026.
  • Arbor Investment Advisors bought 1,064 Morgan Stanley shares in Q2 2026, an estimated $211K.
  • Morgan Stanley made up 0.12% of Arbor Investment Advisors's portfolio in Q2 2026, its #49 holding.
  • Arbor Investment Advisors first reported a position in Morgan Stanley in Q3 2020 and has held it in 24 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Arbor Investment Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.