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Dynamic Advisor Solutions’s Morgan Stanley MS Stock Holding History

Dynamic Advisor Solutions’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 		$8.33M Buy
39,848
+3,416
+9% +$676K 0.24% 93
2026
Q1 		$6M Buy
36,432
+2,534
+7% +$439K 0.19% 120
2025
Q4 		$6.02M Buy
33,898
+1
+0% +$167 0.19% 117
2025
Q3 		$5.39M Buy
33,897
+148
+0.4% +$21.9K 0.16% 153
2025
Q2 		$4.75M Buy
33,749
+903
+3% +$111K 0.15% 168
2025
Q1 		$3.83M Buy
32,846
+231
+0.7% +$29.8K 0.13% 187
2024
Q4 		$4.1M Buy
32,615
+17,766
+120% +$2.19M 0.18% 135
2024
Q3 		$1.55M Sell
14,849
-184
-1% -$18.5K 0.05% 349
2024
Q2 		$1.46M Sell
15,033
-1,262
-8% -$120K 0.05% 358
2024
Q1 		$1.53M Buy
16,295
+311
+2% +$27.4K 0.05% 349
2023
Q4 		$1.49M Buy
15,984
+1,757
+12% +$141K 0.06% 334
2023
Q3 		$1.16M Buy
14,227
+4,285
+43% +$372K 0.05% 320
2023
Q2 		$849K Buy
9,942
+2,744
+38% +$235K 0.04% 379
2023
Q1 		$632K Buy
7,198
+174
+2% +$16.2K 0.04% 415
2022
Q4 		$597K Sell
7,024
-28,364
-80% -$2.42M 0.04% 402
2022
Q3 		$2.8M Buy
35,388
+361
+1% +$30.4K 0.21% 117
2022
Q2 		$2.66M Buy
35,027
+367
+1% +$30.1K 0.2% 116
2022
Q1 		$3.03M Buy
34,660
+2,382
+7% +$230K 0.21% 108
2021
Q4 		$3.17M Buy
32,278
+833
+3% +$83K 0.23% 108
2021
Q3 		$3.06M Buy
31,445
+1,013
+3% +$100K 0.23% 104
2021
Q2 		$2.79M Buy
30,432
+1,858
+7% +$159K 0.22% 115
2021
Q1 		$2.22M Buy
28,574
+10,902
+62% +$836K 0.21% 120
2020
Q4 		$1.21M Buy
17,672
+896
+5% +$51.4K 0.11% 198
2020
Q3 		$811K Buy
16,776
+219
+1% +$11K 0.09% 238
2020
Q2 		$800K Buy
16,557
+4,724
+40% +$198K 0.11% 213
2020
Q1 		$402K Sell
11,833
-120
-1% -$5.65K 0.07% 278
2019
Q4 		$611K Buy
11,953
+1,675
+16% +$79.3K 0.08% 263
2019
Q3 		$439K Sell
10,278
-440
-4% -$18.8K 0.07% 297
2019
Q2 		$470K Buy
10,718
+570
+6% +$25.4K 0.08% 271
2019
Q1 		$428K Hold
10,148
– – 0.08% 247
2018
Q4 		$436K Sell
10,148
-468
-4% -$20.4K 0.09% 223
2018
Q3 		$494K Buy
+10,616
New +$518K 0.1% 222

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Dynamic Advisor Solutions's MS Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Morgan Stanley (MS) stake by 9.4% in Q2 2026, buying an estimated $676K and bringing the position to 39,848 shares worth $8.33M. The position accounts for 0.24% of the portfolio, ranked #93.

Dynamic Advisor Solutions first reported a position in MS in Q3 2018 and has held it in 32 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Dynamic Advisor Solutions held 39,848 shares of Morgan Stanley worth $8.33M as of Q2 2026.
  • Dynamic Advisor Solutions bought 3,416 Morgan Stanley shares in Q2 2026, an estimated $676K.
  • Morgan Stanley made up 0.24% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #93 holding.
  • Dynamic Advisor Solutions first reported a position in Morgan Stanley in Q3 2018 and has held it in 32 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.