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Crewe Advisors’s Morgan Stanley MS Stock Holding History

Crewe 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 		$536K Buy
2,565
+307
+14% +$60.8K 0.04% 133
2026
Q1 		$372K Buy
2,258
+21
+0.9% +$3.64K 0.03% 155
2025
Q4 		$397K Buy
2,237
+31
+1% +$5.17K 0.04% 147
2025
Q3 		$351K Buy
+2,206
New +$326K 0.03% 152
2024
Q3 		– Sell
-2,690
Closed -$261K – 892
2024
Q2 		$261K Sell
2,690
-36
-1% -$3.43K 0.03% 150
2024
Q1 		$257K Buy
+2,726
New +$240K 0.03% 146
2023
Q3 		– Sell
-2,977
Closed -$254K – 802
2023
Q2 		$254K Buy
2,977
+149
+5% +$12.7K 0.04% 121
2023
Q1 		$248K Sell
2,828
-357
-11% -$33.3K 0.04% 134
2022
Q4 		$271K Sell
3,185
-148
-4% -$12.6K 0.04% 122
2022
Q3 		$263K Buy
3,333
+136
+4% +$11.5K 0.05% 116
2022
Q2 		$243K Buy
3,197
+699
+28% +$57.3K 0.05% 111
2022
Q1 		$218K Buy
2,498
+1,465
+142% +$141K 0.04% 107
2021
Q4 		$101K Buy
+1,033
New +$103K 0.02% 136
2021
Q3 		– Sell
-35
Closed -$3K – 443
2021
Q2 		$3K Sell
35
-200
-85% -$17.1K ﹤0.01% 375
2021
Q1 		$18K Hold
235
– – ﹤0.01% 231
2020
Q4 		$16K Sell
235
-103
-30% -$5.91K 0.01% 218
2020
Q3 		$16K Buy
+338
New +$17K 0.01% 198

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

Crewe Advisors's MS Position: Q2 2026 in Review

Crewe Advisors increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $60.8K and bringing the position to 2,565 shares worth $536K. The position accounts for 0.04% of the portfolio, ranked #133.

Crewe Advisors first reported a position in MS in Q3 2020 and has held it in 17 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Crewe Advisors held 2,565 shares of Morgan Stanley worth $536K as of Q2 2026.
  • Crewe Advisors bought 307 Morgan Stanley shares in Q2 2026, an estimated $60.8K.
  • Morgan Stanley made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #133 holding.
  • Crewe Advisors first reported a position in Morgan Stanley in Q3 2020 and has held it in 17 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.