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Darwin Wealth Management’s Morgan Stanley MS Stock Holding History

Darwin Wealth Management’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 		$19.4K Buy
92
+1
+1% +$198 0.01% 329
2026
Q1 		$15.1K Hold
91
– – ﹤0.01% 333
2025
Q4 		$16.2K Hold
91
– – 0.01% 331
2025
Q3 		$14.5K Buy
91
+1
+1% +$148 ﹤0.01% 334
2025
Q2 		$12.8K Hold
90
– – ﹤0.01% 331
2025
Q1 		$11.3K Hold
90
– – ﹤0.01% 365
2024
Q4 		$11.3K Buy
90
+51
+131% +$6.28K ﹤0.01% 365
2024
Q3 		$4.07K Buy
+39
New +$3.93K ﹤0.01% 465
2020
Q2 		– Sell
-226
Closed -$7K – 521
2020
Q1 		$7K Buy
+226
New +$10.6K ﹤0.01% 553

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

Darwin Wealth Management's MS Position: Q2 2026 in Review

Darwin Wealth Management increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $198 and bringing the position to 92 shares worth $19.4K. The position accounts for 0.01% of the portfolio, ranked #329.

Darwin Wealth Management first reported a position in MS in Q1 2020 and has held it in 9 quarters since. 870 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Darwin Wealth Management held 92 shares of Morgan Stanley worth $19.4K as of Q2 2026.
  • Darwin Wealth Management bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #329 holding.
  • Darwin Wealth Management first reported a position in Morgan Stanley in Q1 2020 and has held it in 9 quarters since.
  • 870 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.