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Armis Advisers’s Morgan Stanley MS Stock Holding History

Armis Advisers’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 		$2.39M Sell
10,741
-125
-1% -$24.8K 0.22% 76
2026
Q1 		$2.11M Sell
10,866
-122
-1% -$21.1K 0.2% 84
2025
Q4 		$1.77M Buy
10,988
+27
+0.2% +$4.5K 0.2% 88
2025
Q3 		$1.79M Sell
10,961
-190
-2% -$28.1K 0.16% 91
2025
Q2 		$1.59M Buy
11,151
+1,419
+15% +$174K 0.13% 135
2025
Q1 		$1.12M Buy
+9,732
New +$1.25M 0.11% 154

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Armis Advisers's MS Position: Q2 2026 in Review

Armis Advisers reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $24.8K and leaving 10,741 shares worth $2.39M. The position accounts for 0.22% of the portfolio, ranked #76.

Armis Advisers first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Armis Advisers held 10,741 shares of Morgan Stanley worth $2.39M as of Q2 2026.
  • Armis Advisers sold 125 Morgan Stanley shares in Q2 2026, an estimated $24.8K.
  • Morgan Stanley made up 0.22% of Armis Advisers's portfolio in Q2 2026, its #76 holding.
  • Armis Advisers first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.