Dana Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.35M | Sell |
25,599
-4,317
| -14% | -$855K | 0.14% | 183 |
|
|
2026
Q1 | $4.92M | Sell |
29,916
-763
| -2% | -$132K | 0.15% | 171 |
|
|
2025
Q4 | $5.45M | Buy |
30,679
+225
| +0.7% | +$37.5K | 0.16% | 155 |
|
|
2025
Q3 | $4.84M | Sell |
30,454
-4,172
| -12% | -$616K | 0.14% | 168 |
|
|
2025
Q2 | $4.88M | Sell |
34,626
-378
| -1% | -$46.4K | 0.16% | 157 |
|
|
2025
Q1 | $4.08M | Sell |
35,004
-264
| -0.7% | -$34K | 0.15% | 176 |
|
|
2024
Q4 | $4.43M | Buy |
35,268
+657
| +2% | +$80.9K | 0.15% | 176 |
|
|
2024
Q3 | $3.61M | Buy |
34,611
+1,014
| +3% | +$102K | 0.12% | 204 |
|
|
2024
Q2 | $3.27M | Buy |
33,597
+174
| +0.5% | +$16.6K | 0.11% | 218 |
|
|
2024
Q1 | $3.15M | Sell |
33,423
-4,348
| -12% | -$383K | 0.1% | 225 |
|
|
2023
Q4 | $3.52M | Sell |
37,771
-3,924
| -9% | -$314K | 0.17% | 116 |
|
|
2023
Q3 | $3.41M | Buy |
41,695
+4,211
| +11% | +$366K | 0.17% | 109 |
|
|
2023
Q2 | $3.2M | Sell |
37,484
-2,144
| -5% | -$183K | 0.16% | 108 |
|
|
2023
Q1 | $3.48M | Sell |
39,628
-206,806
| -84% | -$19.3M | 0.18% | 108 |
|
|
2022
Q4 | $21M | Sell |
246,434
-51,929
| -17% | -$4.43M | 1.1% | 33 |
|
|
2022
Q3 | $23.6M | Sell |
298,363
-39,311
| -12% | -$3.31M | 1.34% | 13 |
|
|
2022
Q2 | $25.7M | Sell |
337,674
-21,313
| -6% | -$1.75M | 1.3% | 18 |
|
|
2022
Q1 | $31.4M | Buy |
358,987
+10,077
| +3% | +$972K | 1.45% | 18 |
|
|
2021
Q4 | $34.2M | Sell |
348,910
-20,554
| -6% | -$2.05M | 1.48% | 17 |
|
|
2021
Q3 | $36M | Sell |
369,464
-61,082
| -14% | -$6.05M | 1.63% | 12 |
|
|
2021
Q2 | $39.5M | Sell |
430,546
-2,400
| -0.6% | -$206K | 1.75% | 8 |
|
|
2021
Q1 | $33.6M | Sell |
432,946
-69,249
| -14% | -$5.31M | 1.55% | 11 |
|
|
2020
Q4 | $34.4M | Sell |
502,195
-32,083
| -6% | -$1.84M | 1.71% | 7 |
|
|
2020
Q3 | $25.8M | Sell |
534,278
-64,407
| -11% | -$3.24M | 1.41% | 21 |
|
|
2020
Q2 | $28.9M | Sell |
598,685
-74,806
| -11% | -$3.14M | 1.56% | 12 |
|
|
2020
Q1 | $22.9M | Buy |
673,491
+50,784
| +8% | +$2.39M | 1.4% | 28 |
|
|
2019
Q4 | $31.8M | Sell |
622,707
-35,132
| -5% | -$1.66M | 1.53% | 20 |
|
|
2019
Q3 | $28.1M | Sell |
657,839
-12,305
| -2% | -$526K | 1.42% | 29 |
|
|
2019
Q2 | $29.4M | Sell |
670,144
-27,315
| -4% | -$1.22M | 1.45% | 22 |
|
|
2019
Q1 | $29.4M | Sell |
697,459
-12,737
| -2% | -$536K | 1.39% | 27 |
|
|
2018
Q4 | $28.2M | Buy |
710,196
+13,249
| +2% | +$578K | 1.43% | 24 |
|
|
2018
Q3 | $32.5M | Buy |
696,947
+48,573
| +7% | +$2.37M | 1.33% | 27 |
|
|
2018
Q2 | $30.7M | Buy |
648,374
+15,411
| +2% | +$805K | 1.35% | 25 |
|
|
2018
Q1 | $34.2M | Sell |
632,963
-49,396
| -7% | -$2.73M | 1.54% | 18 |
|
|
2017
Q4 | $35.8M | Sell |
682,359
-16,409
| -2% | -$830K | 1.56% | 14 |
|
|
2017
Q3 | $33.7M | Sell |
698,768
-18,689
| -3% | -$867K | 1.55% | 17 |
|
|
2017
Q2 | $32M | Buy |
717,457
+66,587
| +10% | +$2.87M | 1.5% | 16 |
|
|
2017
Q1 | $27.9M | Buy |
650,870
+178,266
| +38% | +$7.91M | 1.3% | 26 |
|
|
2016
Q4 | $20M | Buy |
+472,604
| New | +$17.9M | 0.94% | 42 |
|
Other funds holding MS
Dana Investment Advisors's MS Position: Q2 2026 in Review
Dana Investment Advisors reduced its Morgan Stanley (MS) stake by 14% in Q2 2026, selling an estimated $855K and leaving 25,599 shares worth $5.35M. The position accounts for 0.14% of the portfolio, ranked #183.
Dana Investment Advisors first reported a position in MS in Q4 2016 and has held it in 39 quarters since. The position peaked at $39.5M in Q2 2021. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Dana Investment Advisors held 25,599 shares of Morgan Stanley worth $5.35M as of Q2 2026.
- Dana Investment Advisors sold 4,317 Morgan Stanley shares in Q2 2026, an estimated $855K.
- Morgan Stanley made up 0.14% of Dana Investment Advisors's portfolio in Q2 2026, its #183 holding.
- Dana Investment Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 39 quarters since.
- Dana Investment Advisors's Morgan Stanley position peaked at $39.5M in Q2 2021.
- 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.