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Cove Private Wealth’s Morgan Stanley MS Stock Holding History

Cove Private Wealth’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 		$549K Buy
2,626
+20
+0.8% +$3.96K 0.11% 140
2026
Q1 		$429K Hold
2,606
– – 0.1% 130
2025
Q4 		$463K Hold
2,606
– – 0.14% 113
2025
Q3 		$414K Hold
2,606
– – 0.13% 112
2025
Q2 		$367K Buy
+2,606
New +$320K 0.13% 121

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Cove Private Wealth's MS Position: Q2 2026 in Review

Cove Private Wealth increased its Morgan Stanley (MS) stake by 0.77% in Q2 2026, buying an estimated $3.96K and bringing the position to 2,626 shares worth $549K. The position accounts for 0.11% of the portfolio, ranked #140.

Cove Private Wealth first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 1,230 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Cove Private Wealth held 2,626 shares of Morgan Stanley worth $549K as of Q2 2026.
  • Cove Private Wealth bought 20 Morgan Stanley shares in Q2 2026, an estimated $3.96K.
  • Morgan Stanley made up 0.11% of Cove Private Wealth's portfolio in Q2 2026, its #140 holding.
  • Cove Private Wealth first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 1,230 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Cove Private Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.