BEI
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Benjamin Edwards Inc’s Morgan Stanley MS Stock Holding History

Benjamin Edwards Inc’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 		$6.62M Buy
31,667
+1,660
+6% +$329K 0.06% 299
2026
Q1 		$4.94M Buy
30,007
+1,787
+6% +$309K 0.05% 336
2025
Q4 		$5.01M Buy
28,220
+1,605
+6% +$268K 0.06% 308
2025
Q3 		$4.23M Buy
26,615
+505
+2% +$74.6K 0.05% 330
2025
Q2 		$3.68M Buy
26,110
+730
+3% +$89.7K 0.05% 333
2025
Q1 		$2.96M Sell
25,380
-278
-1% -$35.8K 0.04% 340
2024
Q4 		$3.23M Buy
25,658
+2,786
+12% +$343K 0.05% 345
2024
Q3 		$2.38M Buy
22,872
+22,150
+3,068% +$2.23M 0.03% 399
2024
Q2 		$70K Sell
722
-5,243
-88% -$499K 0.01% 460
2024
Q1 		$562K Sell
5,965
-59
-1% -$5.2K 0.11% 205
2023
Q4 		$562K Buy
6,024
+204
+4% +$16.3K 0.12% 191
2023
Q3 		$475K Buy
5,820
+5,212
+857% +$453K 0.11% 190
2023
Q2 		$52K Buy
608
+8
+1% +$684 0.01% 459
2023
Q1 		$53K Hold
600
– – 0.01% 458
2022
Q4 		$51K Hold
600
– – 0.01% 417
2022
Q3 		$47K Hold
600
– – 0.01% 423
2022
Q2 		$46K Sell
600
-1,514
-72% -$124K 0.01% 436
2022
Q1 		$185K Sell
2,114
-3
-0.1% -$289 0.05% 286
2021
Q4 		$208K Buy
2,117
+126
+6% +$12.6K 0.07% 252
2021
Q3 		$194K Buy
1,991
+1,391
+232% +$138K 0.12% 180
2021
Q2 		$55K Hold
600
– – 0.04% 265
2021
Q1 		$47K Hold
600
– – 0.04% 257
2020
Q4 		$41K Hold
600
– – 0.03% 259
2020
Q3 		$29K Hold
600
– – 0.02% 257
2020
Q2 		$29K Buy
+600
New +$25.2K 0.02% 239

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

Benjamin Edwards Inc's MS Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Morgan Stanley (MS) stake by 5.5% in Q2 2026, buying an estimated $329K and bringing the position to 31,667 shares worth $6.62M. The position accounts for 0.06% of the portfolio, ranked #299.

Benjamin Edwards Inc first reported a position in MS in Q2 2020 and has held it in 25 quarters since. 917 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Benjamin Edwards Inc held 31,667 shares of Morgan Stanley worth $6.62M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,660 Morgan Stanley shares in Q2 2026, an estimated $329K.
  • Morgan Stanley made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #299 holding.
  • Benjamin Edwards Inc first reported a position in Morgan Stanley in Q2 2020 and has held it in 25 quarters since.
  • 917 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.