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Ferguson Wellman Capital Management’s Morgan Stanley MS Stock Holding History

Ferguson Wellman Capital 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 		$60.7M Sell
290,294
-34,527
-11% -$6.84M 0.74% 38
2026
Q1 		$53.5M Buy
324,821
+2,488
+0.8% +$431K 0.73% 35
2025
Q4 		$57.2M Sell
322,333
-27,387
-8% -$4.57M 0.92% 30
2025
Q3 		$55.6M Sell
349,720
-127
-0% -$18.8K 0.9% 35
2025
Q2 		$49.3M Buy
349,847
+860
+0.2% +$106K 0.87% 36
2025
Q1 		$40.7M Buy
348,987
+963
+0.3% +$124K 0.79% 40
2024
Q4 		$43.8M Sell
348,024
-11,672
-3% -$1.44M 0.83% 35
2024
Q3 		$37.5M Sell
359,696
-4,410
-1% -$444K 0.73% 41
2024
Q2 		$35.4M Sell
364,106
-345
-0.1% -$32.8K 0.72% 41
2024
Q1 		$34.3M Sell
364,451
-11,610
-3% -$1.02M 0.7% 44
2023
Q4 		$35.1M Sell
376,061
-325,274
-46% -$26M 0.79% 42
2023
Q3 		$57.3M Sell
701,335
-12,619
-2% -$1.1M 1.4% 21
2023
Q2 		$61M Sell
713,954
-2,501
-0.3% -$214K 1.43% 18
2023
Q1 		$62.9M Sell
716,455
-199,163
-22% -$18.6M 1.58% 15
2022
Q4 		$77.8M Buy
915,618
+383,457
+72% +$32.7M 2.03% 12
2022
Q3 		$42M Buy
532,161
+5,684
+1% +$479K 1.64% 14
2022
Q2 		$40M Sell
526,477
-360
-0.1% -$29.5K 1.48% 17
2022
Q1 		$46M Sell
526,837
-8,221
-2% -$793K 1.45% 15
2021
Q4 		$52.5M Buy
535,058
+18,008
+3% +$1.79M 1.53% 13
2021
Q3 		$50.3M Buy
517,050
+2,780
+0.5% +$275K 1.62% 12
2021
Q2 		$47.2M Buy
514,270
+454
+0.1% +$38.9K 1.54% 15
2021
Q1 		$39.9M Sell
513,816
-404,081
-44% -$31M 1.39% 20
2020
Q4 		$62.9M Buy
917,897
+24,489
+3% +$1.41M 1.54% 14
2020
Q3 		$43.2M Buy
893,408
+40,610
+5% +$2.05M 1.19% 24
2020
Q2 		$41.2M Buy
852,798
+605,275
+245% +$25.4M 1.26% 24
2020
Q1 		$8.41M Buy
247,523
+11,664
+5% +$549K 0.32% 79
2019
Q4 		$12.1M Sell
235,859
-1,345
-0.6% -$63.7K 0.35% 77
2019
Q3 		$10.1M Buy
237,204
+5,529
+2% +$236K 0.32% 83
2019
Q2 		$10.2M Buy
231,675
+33,110
+17% +$1.48M 0.34% 82
2019
Q1 		$8.38M Buy
198,565
+24,089
+14% +$1.01M 0.29% 92
2018
Q4 		$6.92M Buy
174,476
+158,119
+967% +$6.9M 0.27% 93
2018
Q3 		$762K Sell
16,357
-440
-3% -$21.5K 0.03% 207
2018
Q2 		$796K Sell
16,797
-217
-1% -$11.3K 0.03% 203
2018
Q1 		$918K Sell
17,014
-704
-4% -$39K 0.03% 199
2017
Q4 		$930K Hold
17,718
– – 0.03% 198
2017
Q3 		$853K Sell
17,718
-200
-1% -$9.28K 0.03% 197
2017
Q2 		$798K Sell
17,918
-722
-4% -$31.1K 0.03% 195
2017
Q1 		$799K Buy
18,640
+552
+3% +$24.5K 0.03% 199
2016
Q4 		$764K Buy
18,088
+858
+5% +$32.4K 0.03% 196
2016
Q3 		$552K Sell
17,230
-3,610
-17% -$108K 0.02% 203
2016
Q2 		$541K Sell
20,840
-1,401
-6% -$36.6K 0.02% 212
2016
Q1 		$556K Sell
22,241
-6,000
-21% -$153K 0.02% 210
2015
Q4 		$898K Sell
28,241
-6,159
-18% -$205K 0.04% 199
2015
Q3 		$1.08M Sell
34,400
-760
-2% -$27.7K 0.05% 188
2015
Q2 		$1.36M Sell
35,160
-3,085
-8% -$117K 0.06% 189
2015
Q1 		$1.36M Sell
38,245
-751,136
-95% -$27M 0.06% 191
2014
Q4 		$30.6M Buy
789,381
+23,515
+3% +$837K 1.23% 19
2014
Q3 		$26.5M Buy
765,866
+296,115
+63% +$9.87M 1.13% 26
2014
Q2 		$15.2M Buy
469,751
+11,175
+2% +$345K 0.64% 57
2014
Q1 		$14.3M Buy
458,576
+443,625
+2,967% +$13.7M 0.64% 56
2013
Q4 		$469K Sell
14,951
-1,500
-9% -$44.6K 0.02% 222
2013
Q3 		$443K Hold
16,451
– – 0.02% 220
2013
Q2 		$402K Buy
+16,451
New +$390K 0.03% 138

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

Ferguson Wellman Capital Management's MS Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Morgan Stanley (MS) stake by 11% in Q2 2026, selling an estimated $6.84M and leaving 290,294 shares worth $60.7M. The position accounts for 0.74% of the portfolio, ranked #38.

Ferguson Wellman Capital Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $77.8M in Q4 2022. 897 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Ferguson Wellman Capital Management held 290,294 shares of Morgan Stanley worth $60.7M as of Q2 2026.
  • Ferguson Wellman Capital Management sold 34,527 Morgan Stanley shares in Q2 2026, an estimated $6.84M.
  • Morgan Stanley made up 0.74% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #38 holding.
  • Ferguson Wellman Capital Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • Ferguson Wellman Capital Management's Morgan Stanley position peaked at $77.8M in Q4 2022.
  • 897 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.