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Eagle Strategies’s Morgan Stanley MS Stock Holding History

Eagle Strategies’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 		$444K Sell
2,125
-64
-3% -$12.7K 0.04% 199
2026
Q1 		$360K Sell
2,189
-17
-0.8% -$2.94K 0.04% 206
2025
Q4 		$392K Buy
2,206
+10
+0.5% +$1.67K 0.05% 190
2025
Q3 		$349K Buy
2,196
+12
+0.5% +$1.77K 0.05% 193
2025
Q2 		$308K Buy
2,184
+12
+0.6% +$1.47K 0.05% 190
2025
Q1 		$253K Sell
2,172
-331
-13% -$42.6K 0.04% 192
2024
Q4 		$315K Sell
2,503
-220
-8% -$27.1K 0.05% 171
2024
Q3 		$284K Sell
2,723
-114
-4% -$11.5K 0.05% 173
2024
Q2 		$276K Buy
+2,837
New +$270K 0.05% 174
2024
Q1 		– Sell
-2,794
Closed -$261K – 310
2023
Q4 		$261K Buy
2,794
+31
+1% +$2.48K 0.06% 166
2023
Q3 		$226K Buy
2,763
+1
+0% +$87 0.06% 170
2023
Q2 		$236K Buy
2,762
+128
+5% +$10.9K 0.06% 170
2023
Q1 		$231K Buy
2,634
+102
+4% +$9.52K 0.06% 166
2022
Q4 		$215K Buy
+2,532
New +$216K 0.06% 160
2022
Q2 		– Sell
-2,454
Closed -$215K – 154
2022
Q1 		$215K Buy
2,454
+16
+0.7% +$1.54K 0.08% 134
2021
Q4 		$239K Buy
+2,438
New +$243K 0.09% 129

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

Eagle Strategies's MS Position: Q2 2026 in Review

Eagle Strategies reduced its Morgan Stanley (MS) stake by 2.9% in Q2 2026, selling an estimated $12.7K and leaving 2,125 shares worth $444K. The position accounts for 0.04% of the portfolio, ranked #199.

Eagle Strategies first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Eagle Strategies held 2,125 shares of Morgan Stanley worth $444K as of Q2 2026.
  • Eagle Strategies sold 64 Morgan Stanley shares in Q2 2026, an estimated $12.7K.
  • Morgan Stanley made up 0.04% of Eagle Strategies's portfolio in Q2 2026, its #199 holding.
  • Eagle Strategies first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.