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Concord Wealth Partners’s Morgan Stanley MS Stock Holding History

Concord Wealth 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 		$5.01M Buy
23,965
+272
+1% +$53.9K 0.57% 39
2026
Q1 		$3.9M Sell
23,693
-867
-4% -$150K 0.51% 47
2025
Q4 		$4.36M Buy
24,560
+850
+4% +$142K 0.57% 36
2025
Q3 		$3.77M Buy
23,710
+20
+0.1% +$2.95K 0.52% 38
2025
Q2 		$3.34M Buy
23,690
+2,555
+12% +$314K 0.49% 44
2025
Q1 		$2.47M Buy
21,135
+8,561
+68% +$1.1M 0.4% 64
2024
Q4 		$1.58M Sell
12,574
-1,783
-12% -$220K 0.26% 81
2024
Q3 		$1.5M Buy
14,357
+785
+6% +$79.1K 0.25% 78
2024
Q2 		$1.32M Buy
13,572
+1,074
+9% +$102K 0.23% 85
2024
Q1 		$1.18M Buy
12,498
+2,037
+19% +$179K 0.21% 91
2023
Q4 		$975K Buy
10,461
+2,404
+30% +$192K 0.2% 94
2023
Q3 		$658K Buy
8,057
+1,662
+26% +$144K 0.14% 104
2023
Q2 		$546K Buy
6,395
+2,565
+67% +$219K 0.12% 108
2023
Q1 		$336K Buy
3,830
+984
+35% +$91.8K 0.1% 111
2022
Q4 		$242K Sell
2,846
-2,817
-50% -$240K 0.07% 144
2022
Q3 		$447K Sell
5,663
-502
-8% -$42.3K 0.14% 97
2022
Q2 		$469K Sell
6,165
-66
-1% -$5.41K 0.13% 105
2022
Q1 		$545K Buy
6,231
+634
+11% +$61.2K 0.14% 95
2021
Q4 		$549K Buy
5,597
+3,914
+233% +$390K 0.13% 90
2021
Q3 		$164K Sell
1,683
-3,248
-66% -$322K 0.07% 103
2021
Q2 		$452K Buy
4,931
+923
+23% +$79.1K 0.13% 71
2021
Q1 		$311K Buy
4,008
+3,993
+26,620% +$306K 0.1% 96
2020
Q4 		$1K Buy
+15
New +$861 ﹤0.01% 637

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

Concord Wealth Partners's MS Position: Q2 2026 in Review

Concord Wealth Partners increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $53.9K and bringing the position to 23,965 shares worth $5.01M. The position accounts for 0.57% of the portfolio, ranked #39.

Concord Wealth Partners first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Concord Wealth Partners held 23,965 shares of Morgan Stanley worth $5.01M as of Q2 2026.
  • Concord Wealth Partners bought 272 Morgan Stanley shares in Q2 2026, an estimated $53.9K.
  • Morgan Stanley made up 0.57% of Concord Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Concord Wealth Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.