CF
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Clarity Financial’s Morgan Stanley MS Stock Holding History

Clarity Financial’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 		$213K Buy
+1,021
New +$202K 0.02% 122
2022
Q1 		– Sell
-2,058
Closed -$202K – 103
2021
Q4 		$202K Buy
+2,058
New +$205K 0.03% 94
2021
Q3 		– Sell
-2,304
Closed -$211K – 112
2021
Q2 		$211K Buy
+2,304
New +$198K 0.04% 105

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

Clarity Financial's MS Position: Q2 2026 in Review

Clarity Financial opened a new position in Morgan Stanley (MS) in Q2 2026: 1,021 shares worth $213K. The stake represents 0.02% of the portfolio and ranks #122 among its holdings. This is a return to the name: Clarity Financial previously reported a position in MS as recently as Q4 2021.

Clarity Financial first reported a position in MS in Q2 2021 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Clarity Financial held 1,021 shares of Morgan Stanley worth $213K as of Q2 2026.
  • Morgan Stanley was a new Clarity Financial position in Q2 2026.
  • Morgan Stanley made up 0.02% of Clarity Financial's portfolio in Q2 2026, its #122 holding.
  • Clarity Financial first reported a position in Morgan Stanley in Q2 2021 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.