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D.A. Davidson & Co’s Morgan Stanley MS Stock Holding History

D.A. Davidson & Co’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
2025
Q2 		– Sell
-4
Closed -$7.6K – 1484
2025
Q1 		$7.6K Buy
+4
New +$515 ﹤0.01% 1396

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

D.A. Davidson & Co's MS Position: Q2 2026 in Review

D.A. Davidson & Co reduced its Morgan Stanley (MS) stake by 0.38% in Q2 2026, selling an estimated $52.3K and leaving 69,210 shares worth $14.5M. The position accounts for 0.08% of the portfolio, ranked #200.

D.A. Davidson & Co first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • D.A. Davidson & Co held 69,210 shares of Morgan Stanley worth $14.5M as of Q2 2026.
  • D.A. Davidson & Co sold 264 Morgan Stanley shares in Q2 2026, an estimated $52.3K.
  • Morgan Stanley made up 0.08% of D.A. Davidson & Co's portfolio in Q2 2026, its #200 holding.
  • D.A. Davidson & Co first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.