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Curated Wealth Partners’s Morgan Stanley MS Stock Holding History

Curated 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 		$2.95M Buy
+117,928
New +$23.4M 0.38% 43
2021
Q3 		– Sell
-3,198
Closed -$293K – 149
2021
Q2 		$293K Sell
3,198
-497
-13% -$42.6K 0.16% 114
2021
Q1 		$287K Sell
3,695
-519
-12% -$39.8K 0.18% 108
2020
Q4 		$289K Buy
+4,214
New +$242K 0.19% 106

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

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

Curated Wealth Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 117,928 shares worth $2.95M. The stake represents 0.38% of the portfolio and ranks #43 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in MS as recently as Q2 2021.

Curated Wealth Partners first reported a position in MS in Q4 2020 and has held it in 4 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Curated Wealth Partners held 117,928 shares of Morgan Stanley worth $2.95M as of Q2 2026.
  • Morgan Stanley was a new Curated Wealth Partners position in Q2 2026.
  • Morgan Stanley made up 0.38% of Curated Wealth Partners's portfolio in Q2 2026, its #43 holding.
  • Curated Wealth Partners first reported a position in Morgan Stanley in Q4 2020 and has held it in 4 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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