Colton Groome Financial Advisors’s Morgan Stanley MS Stock Holding History

Colton Groome Financial 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	$214K	Buy	+1,025	New	+$203K	0.05%	159

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

Colton Groome Financial Advisors's MS Position: Q2 2026 in Review

Colton Groome Financial Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,025 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #159 among its holdings.

863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Colton Groome Financial Advisors held 1,025 shares of Morgan Stanley worth $214K as of Q2 2026.
Morgan Stanley was a new Colton Groome Financial Advisors position in Q2 2026.
Morgan Stanley made up 0.05% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #159 holding.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.