EWM
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Empirical Wealth Management’s Morgan Stanley MS Stock Holding History

Empirical 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 		$3.48M Sell
16,660
-504
-3% -$99.8K 0.05% 195
2026
Q1 		$2.82M Sell
17,164
-3,656
-18% -$633K 0.05% 214
2025
Q4 		$3.7M Sell
20,820
-1,418
-6% -$237K 0.07% 175
2025
Q3 		$3.53M Buy
22,238
+2,502
+13% +$369K 0.07% 167
2025
Q2 		$2.78M Buy
19,736
+3,766
+24% +$463K 0.06% 189
2025
Q1 		$1.86M Sell
15,970
-1,593
-9% -$205K 0.05% 220
2024
Q4 		$2.21M Buy
17,563
+2,784
+19% +$343K 0.06% 184
2024
Q3 		$1.54M Buy
14,779
+1,334
+10% +$134K 0.04% 217
2024
Q2 		$1.31M Buy
13,445
+3,273
+32% +$312K 0.04% 229
2024
Q1 		$958K Buy
10,172
+1,904
+23% +$168K 0.03% 262
2023
Q4 		$771K Buy
8,268
+204
+3% +$16.3K 0.03% 262
2023
Q3 		$659K Buy
8,064
+1,923
+31% +$167K 0.03% 269
2023
Q2 		$524K Sell
6,141
-3,731
-38% -$319K 0.02% 295
2023
Q1 		$867K Buy
9,872
+3,150
+47% +$294K 0.04% 237
2022
Q4 		$572K Buy
6,722
+192
+3% +$16.4K 0.03% 287
2022
Q3 		$516K Buy
6,530
+519
+9% +$43.7K 0.03% 294
2022
Q2 		$457K Buy
6,011
+207
+4% +$17K 0.02% 312
2022
Q1 		$507K Sell
5,804
-313
-5% -$30.2K 0.03% 328
2021
Q4 		$600K Buy
6,117
+3,239
+113% +$323K 0.03% 309
2021
Q3 		$280K Buy
2,878
+563
+24% +$55.8K 0.02% 389
2021
Q2 		$212K Buy
+2,315
New +$199K 0.01% 417
2020
Q3 		– Sell
-13,685
Closed -$661K – 357
2020
Q2 		$661K Buy
13,685
+1,073
+9% +$45.1K 0.06% 173
2020
Q1 		$429K Buy
12,612
+2,238
+22% +$105K 0.05% 200
2019
Q4 		$530K Buy
+10,374
New +$491K 0.06% 183

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

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

Empirical Wealth Management reduced its Morgan Stanley (MS) stake by 2.9% in Q2 2026, selling an estimated $99.8K and leaving 16,660 shares worth $3.48M. The position accounts for 0.05% of the portfolio, ranked #195.

Empirical Wealth Management first reported a position in MS in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.7M in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Empirical Wealth Management held 16,660 shares of Morgan Stanley worth $3.48M as of Q2 2026.
  • Empirical Wealth Management sold 504 Morgan Stanley shares in Q2 2026, an estimated $99.8K.
  • Morgan Stanley made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Empirical Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 24 quarters since.
  • Empirical Wealth Management's Morgan Stanley position peaked at $3.7M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.