Canopy Partners’s Morgan Stanley MS Stock Holding History

Canopy Partners’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	$1.11M	Sell	5,323 -17	-0.3%	-$3.37K	0.33%	61
2026 Q1	$879K	Sell	5,340 -108	-2%	-$18.7K	0.3%	71
2025 Q4	$967K	Buy	5,448 +132	+2%	+$22K	0.32%	62
2025 Q3	$845K	Buy	5,316 +92	+2%	+$13.6K	0.28%	71
2025 Q2	$736K	Sell	5,224 -202	-4%	-$24.8K	0.27%	73
2025 Q1	$633K	Buy	5,426 +17	+0.3%	+$2.19K	0.25%	84
2024 Q4	$680K	Buy	5,409 +15	+0.3%	+$1.85K	0.26%	85
2024 Q3	$562K	Buy	5,394 +10	+0.2%	+$1.01K	0.24%	89
2024 Q2	$523K	Buy	5,384 +27	+0.5%	+$2.57K	0.24%	90
2024 Q1	$504K	Buy	5,357 +1,210	+29%	+$107K	0.25%	90
2023 Q4	$387K	Buy	+4,147	New	+$332K	0.24%	92

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Canopy Partners's MS Position: Q2 2026 in Review

Canopy Partners reduced its Morgan Stanley (MS) stake by 0.32% in Q2 2026, selling an estimated $3.37K and leaving 5,323 shares worth $1.11M. The position accounts for 0.33% of the portfolio, ranked #61.

Canopy Partners first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 825 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Canopy Partners held 5,323 shares of Morgan Stanley worth $1.11M as of Q2 2026.
Canopy Partners sold 17 Morgan Stanley shares in Q2 2026, an estimated $3.37K.
Morgan Stanley made up 0.33% of Canopy Partners's portfolio in Q2 2026, its #61 holding.
Canopy Partners first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
825 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.