FFA
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Farther Finance Advisors’s Morgan Stanley MS Stock Holding History

Farther Finance 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 		$6.44M Buy
30,785
+1,547
+5% +$306K 0.05% 331
2026
Q1 		$4.86M Sell
29,238
-506
-2% -$87.6K 0.05% 356
2025
Q4 		$5.28M Buy
29,744
+8,512
+40% +$1.42M 0.06% 296
2025
Q3 		$3.38M Buy
21,232
+4,230
+25% +$625K 0.05% 308
2025
Q2 		$2.39M Buy
17,002
+5,090
+43% +$625K 0.05% 318
2025
Q1 		$1.38M Buy
11,912
+2,989
+33% +$385K 0.04% 397
2024
Q4 		$1.12M Sell
8,923
-4,726
-35% -$582K 0.04% 339
2024
Q3 		$1.42M Sell
13,649
-1,345
-9% -$135K 0.05% 262
2024
Q2 		$1.49M Buy
14,994
+4,697
+46% +$447K 0.07% 216
2024
Q1 		$963K Buy
10,297
+890
+9% +$78.4K 0.06% 261
2023
Q4 		$877K Buy
9,407
+5,681
+152% +$454K 0.06% 254
2023
Q3 		$304K Sell
3,726
-943
-20% -$81.9K 0.05% 289
2023
Q2 		$399K Buy
4,669
+1,884
+68% +$161K 0.09% 189
2023
Q1 		$245K Buy
2,785
+1,601
+135% +$149K 0.07% 237
2022
Q4 		$101K Buy
+1,184
New +$101K 0.04% 329

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

Farther Finance Advisors's MS Position: Q2 2026 in Review

Farther Finance Advisors increased its Morgan Stanley (MS) stake by 5.3% in Q2 2026, buying an estimated $306K and bringing the position to 30,785 shares worth $6.44M. The position accounts for 0.05% of the portfolio, ranked #331.

Farther Finance Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Farther Finance Advisors held 30,785 shares of Morgan Stanley worth $6.44M as of Q2 2026.
  • Farther Finance Advisors bought 1,547 Morgan Stanley shares in Q2 2026, an estimated $306K.
  • Morgan Stanley made up 0.05% of Farther Finance Advisors's portfolio in Q2 2026, its #331 holding.
  • Farther Finance Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.