Everpar Advisors’s Morgan Stanley MS Stock Holding History

Everpar Advisors’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	$772K	Buy	3,691 +476	+15%	+$94.3K	0.22%	98
2026 Q1	$529K	Buy	3,215 +118	+4%	+$20.4K	0.18%	127
2025 Q4	$550K	Buy	3,097 +184	+6%	+$30.7K	0.2%	104
2025 Q3	$463K	Sell	2,913 -9	-0.3%	-$1.33K	0.18%	128
2025 Q2	$412K	Buy	2,922 +135	+5%	+$16.6K	0.19%	147
2025 Q1	$325K	Sell	2,787 -240	-8%	-$30.9K	0.17%	164
2024 Q4	$381K	Buy	3,027 +243	+9%	+$29.9K	0.19%	144
2024 Q3	$290K	Sell	2,784 -1,986	-42%	-$200K	0.15%	193
2024 Q2	$464K	Sell	4,770 -191	-4%	-$18.2K	0.23%	133
2024 Q1	$467K	Sell	4,961 -4,704	-49%	-$414K	0.28%	118
2023 Q4	$901K	Buy	+9,665	New	+$773K	0.42%	75

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Everpar Advisors's MS Position: Q2 2026 in Review

Everpar Advisors increased its Morgan Stanley (MS) stake by 15% in Q2 2026, buying an estimated $94.3K and bringing the position to 3,691 shares worth $772K. The position accounts for 0.22% of the portfolio, ranked #98.

Everpar Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $901K in Q4 2023. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Everpar Advisors held 3,691 shares of Morgan Stanley worth $772K as of Q2 2026.
Everpar Advisors bought 476 Morgan Stanley shares in Q2 2026, an estimated $94.3K.
Morgan Stanley made up 0.22% of Everpar Advisors's portfolio in Q2 2026, its #98 holding.
Everpar Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Morgan Stanley position peaked at $901K in Q4 2023.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.