CWA Asset Management Group’s Morgan Stanley MS Stock Holding History

CWA Asset Management 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	$2.21M	Buy	10,565 +2,456	+30%	+$486K	0.07%	265
2026 Q1	$1.33M	Buy	8,109 +5	+0.1%	+$866	0.05%	341
2025 Q4	$1.44M	Buy	8,104 +1,111	+16%	+$185K	0.05%	298
2025 Q3	$1.11M	Buy	6,993 +126	+2%	+$18.6K	0.04%	335
2025 Q2	$967K	Buy	6,867 +1,246	+22%	+$153K	0.04%	330
2025 Q1	$656K	Buy	5,621 +377	+7%	+$48.6K	0.03%	379
2024 Q4	$659K	Buy	5,244 +346	+7%	+$42.6K	0.03%	336
2024 Q3	$511K	Buy	+4,898	New	+$493K	0.03%	358
2024 Q1	$316K	Buy	3,360 +1,166	+53%	+$103K	0.02%	409
2023 Q4	$205K	Buy	+2,194	New	+$176K	0.01%	402

Other funds holding MS

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CWA Asset Management Group's MS Position: Q2 2026 in Review

CWA Asset Management Group increased its Morgan Stanley (MS) stake by 30% in Q2 2026, buying an estimated $486K and bringing the position to 10,565 shares worth $2.21M. The position accounts for 0.07% of the portfolio, ranked #265.

CWA Asset Management Group first reported a position in MS in Q4 2023 and has held it in 10 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

CWA Asset Management Group held 10,565 shares of Morgan Stanley worth $2.21M as of Q2 2026.
CWA Asset Management Group bought 2,456 Morgan Stanley shares in Q2 2026, an estimated $486K.
Morgan Stanley made up 0.07% of CWA Asset Management Group's portfolio in Q2 2026, its #265 holding.
CWA Asset Management Group first reported a position in Morgan Stanley in Q4 2023 and has held it in 10 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.