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Cooper Financial Group’s Morgan Stanley MS Stock Holding History

Cooper Financial Group’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 		$1.47M Buy
7,055
+443
+7% +$87.7K 0.12% 126
2026
Q1 		$1.09M Buy
6,612
+404
+7% +$69.9K 0.11% 147
2025
Q4 		$1.1M Buy
6,208
+879
+16% +$147K 0.12% 130
2025
Q3 		$847K Buy
5,329
+280
+6% +$41.3K 0.09% 168
2025
Q2 		$711K Buy
5,049
+22
+0.4% +$2.7K 0.08% 192
2025
Q1 		$587K Buy
5,027
+1,259
+33% +$162K 0.08% 216
2024
Q4 		$474K Buy
3,768
+407
+12% +$50.1K 0.06% 251
2024
Q3 		$350K Sell
3,361
-2,875
-46% -$290K 0.05% 289
2024
Q2 		$606K Sell
6,236
-2,405
-28% -$229K 0.09% 197
2024
Q1 		$814K Buy
8,641
+447
+5% +$39.4K 0.13% 147
2023
Q4 		$764K Buy
8,194
+695
+9% +$55.6K 0.14% 138
2023
Q3 		$612K Sell
7,499
-20
-0.3% -$1.74K 0.15% 159
2023
Q2 		$642K Buy
7,519
+447
+6% +$38.2K 0.16% 154
2023
Q1 		$621K Buy
7,072
+584
+9% +$54.5K 0.17% 139
2022
Q4 		$552K Buy
6,488
+491
+8% +$41.8K 0.17% 136
2022
Q3 		$474K Buy
5,997
+282
+5% +$23.8K 0.17% 127
2022
Q2 		$435K Buy
5,715
+2,777
+95% +$227K 0.16% 141
2022
Q1 		$257K Buy
+2,938
New +$283K 0.1% 197

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

Cooper Financial Group's MS Position: Q2 2026 in Review

Cooper Financial Group increased its Morgan Stanley (MS) stake by 6.7% in Q2 2026, buying an estimated $87.7K and bringing the position to 7,055 shares worth $1.47M. The position accounts for 0.12% of the portfolio, ranked #126.

Cooper Financial Group first reported a position in MS in Q1 2022 and has held it in 18 quarters since. 971 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cooper Financial Group held 7,055 shares of Morgan Stanley worth $1.47M as of Q2 2026.
  • Cooper Financial Group bought 443 Morgan Stanley shares in Q2 2026, an estimated $87.7K.
  • Morgan Stanley made up 0.12% of Cooper Financial Group's portfolio in Q2 2026, its #126 holding.
  • Cooper Financial Group first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • 971 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.