EWM
MS icon

Edge Wealth Management’s Morgan Stanley MS Stock Holding History

Edge 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
2019
Q3 		– Sell
-2,000
Closed -$3K – 626
2019
Q2 		$3K Buy
+2,000
New +$89.2K ﹤0.01% 519

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

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

Edge Wealth Management sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,767 shares — an estimated $291K sold.

Edge Wealth Management first reported a position in MS in Q2 2013 and held it in 36 quarters. The position peaked at $4.78M in Q3 2016. 882 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Edge Wealth Management reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Edge Wealth Management sold 1,767 Morgan Stanley shares in Q2 2026, an estimated $291K.
  • Edge Wealth Management first reported a position in Morgan Stanley in Q2 2013 and held it in 36 quarters.
  • Edge Wealth Management's Morgan Stanley position peaked at $4.78M in Q3 2016.
  • 882 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.