DI
MS icon

DAGCO Inc’s Morgan Stanley MS Stock Holding History

DAGCO Inc’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 		– Sell
-685
Closed -$113K – 254
2026
Q1 		$113K Buy
685
+4
+0.6% +$693 0.02% 133
2025
Q4 		$121K Buy
681
+4
+0.6% +$667 0.03% 123
2025
Q3 		$108K Buy
677
+4
+0.6% +$591 0.03% 129
2025
Q2 		$94.8K Buy
673
+613
+1,022% +$75.3K 0.03% 133
2025
Q1 		$7K Buy
+60
New +$7.73K ﹤0.01% 268

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

DAGCO Inc's MS Position: Q2 2026 in Review

DAGCO Inc sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 685 shares — an estimated $113K sold.

DAGCO Inc first reported a position in MS in Q1 2025 and held it in 5 quarters. The position peaked at $121K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • DAGCO Inc reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 685 Morgan Stanley shares in Q2 2026, an estimated $113K.
  • DAGCO Inc first reported a position in Morgan Stanley in Q1 2025 and held it in 5 quarters.
  • DAGCO Inc's Morgan Stanley position peaked at $121K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.