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Dogwood Wealth Management’s Morgan Stanley MS Stock Holding History

Dogwood 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 		$104K Buy
497
+76
+18% +$15.1K 0.04% 109
2026
Q1 		$69.3K Buy
421
+83
+25% +$14.4K 0.03% 125
2025
Q4 		$60K Buy
338
+24
+8% +$4K 0.03% 121
2025
Q3 		$49.9K Buy
314
+52
+20% +$7.68K 0.02% 125
2025
Q2 		$37K Buy
262
+139
+113% +$17.1K 0.02% 136
2025
Q1 		$14.3K Buy
123
+8
+7% +$1.03K 0.01% 177
2024
Q4 		$14.4K Buy
115
+1
+0.9% +$123 0.01% 172
2024
Q3 		$11.9K Buy
114
+1
+0.9% +$101 0.01% 157
2024
Q2 		$11K Buy
113
+1
+0.9% +$95 0.01% 167
2024
Q1 		$10.6K Buy
112
+1
+0.9% +$88 0.01% 187
2023
Q4 		$10.4K Buy
+111
New +$8.88K 0.01% 167

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

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

Dogwood Wealth Management increased its Morgan Stanley (MS) stake by 18% in Q2 2026, buying an estimated $15.1K and bringing the position to 497 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #109.

Dogwood Wealth Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Dogwood Wealth Management held 497 shares of Morgan Stanley worth $104K as of Q2 2026.
  • Dogwood Wealth Management bought 76 Morgan Stanley shares in Q2 2026, an estimated $15.1K.
  • Morgan Stanley made up 0.04% of Dogwood Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Dogwood Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.