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Everhart Financial Group’s Morgan Stanley MS Stock Holding History

Everhart Financial Group’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 		$2.4M Sell
11,479
-834
-7% -$165K 0.15% 68
2026
Q1 		$2.03M Buy
12,313
+2,419
+24% +$419K 0.17% 75
2025
Q4 		$1.76M Buy
9,894
+712
+8% +$119K 0.16% 82
2025
Q3 		$1.46M Buy
9,182
+747
+9% +$110K 0.15% 94
2025
Q2 		$1.19M Buy
8,435
+1,936
+30% +$238K 0.14% 102
2025
Q1 		$758K Sell
6,499
-875
-12% -$113K 0.1% 140
2024
Q4 		$927K Buy
7,374
+2,169
+42% +$267K 0.19% 108
2024
Q3 		$543K Buy
5,205
+1,175
+29% +$118K 0.12% 184
2024
Q2 		$392K Buy
4,030
+1,385
+52% +$132K 0.1% 196
2024
Q1 		$249K Buy
+2,645
New +$233K 0.07% 234
2023
Q4 		– Sell
-4,734
Closed -$387K – 248
2023
Q3 		$387K Buy
4,734
+381
+9% +$33.1K 0.16% 119
2023
Q2 		$372K Sell
4,353
-460
-10% -$39.3K 0.15% 127
2023
Q1 		$423K Buy
4,813
+813
+20% +$75.9K 0.19% 100
2022
Q4 		$340K Buy
4,000
+86
+2% +$7.33K 0.17% 107
2022
Q3 		$309K Buy
3,914
+731
+23% +$61.6K 0.17% 122
2022
Q2 		$242K Buy
+3,183
New +$261K 0.15% 144

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

Everhart Financial Group's MS Position: Q2 2026 in Review

Everhart Financial Group reduced its Morgan Stanley (MS) stake by 6.8% in Q2 2026, selling an estimated $165K and leaving 11,479 shares worth $2.4M. The position accounts for 0.15% of the portfolio, ranked #68.

Everhart Financial Group first reported a position in MS in Q2 2022 and has held it in 16 quarters since. 479 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Everhart Financial Group held 11,479 shares of Morgan Stanley worth $2.4M as of Q2 2026.
  • Everhart Financial Group sold 834 Morgan Stanley shares in Q2 2026, an estimated $165K.
  • Morgan Stanley made up 0.15% of Everhart Financial Group's portfolio in Q2 2026, its #68 holding.
  • Everhart Financial Group first reported a position in Morgan Stanley in Q2 2022 and has held it in 16 quarters since.
  • 479 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.