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Fiduciary Alliance’s Morgan Stanley MS Stock Holding History

Fiduciary Alliance’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 		$15.6M Sell
74,707
-5,084
-6% -$1.01M 1.06% 14
2026
Q1 		$15.3M Sell
79,791
-18,818
-19% -$3.26M 0.92% 18
2025
Q4 		$17.5M Buy
98,609
+3,806
+4% +$635K 1.14% 13
2025
Q3 		$15.1M Sell
94,803
-3,683
-4% -$544K 1.01% 18
2025
Q2 		$13.9M Sell
98,486
-17,195
-15% -$2.11M 1.03% 18
2025
Q1 		$13.5M Buy
115,681
+18,658
+19% +$2.4M 1.33% 13
2024
Q4 		$12.2M Buy
97,023
+3,735
+4% +$460K 1.23% 14
2024
Q3 		$9.72M Buy
93,288
+10,773
+13% +$1.08M 1.29% 19
2024
Q2 		$8.22M Buy
82,515
+5,751
+7% +$547K 1.33% 20
2024
Q1 		$7.18M Sell
76,764
-1,523
-2% -$134K 1.27% 24
2023
Q4 		$7.3M Sell
78,287
-8,622
-10% -$690K 1.44% 22
2023
Q3 		$7.1M Buy
86,909
+2,097
+2% +$182K 1.64% 17
2023
Q2 		$7.24M Buy
84,812
+17,066
+25% +$1.46M 1.56% 20
2023
Q1 		$5.95M Buy
67,746
+6,544
+11% +$611K 1.49% 21
2022
Q4 		$5.2M Buy
+61,202
New +$5.22M 1.35% 22

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

Fiduciary Alliance's MS Position: Q2 2026 in Review

Fiduciary Alliance reduced its Morgan Stanley (MS) stake by 6.4% in Q2 2026, selling an estimated $1.01M and leaving 74,707 shares worth $15.6M. The position accounts for 1.06% of the portfolio, ranked #14.

Fiduciary Alliance first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.5M in Q4 2025. 873 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fiduciary Alliance held 74,707 shares of Morgan Stanley worth $15.6M as of Q2 2026.
  • Fiduciary Alliance sold 5,084 Morgan Stanley shares in Q2 2026, an estimated $1.01M.
  • Morgan Stanley made up 1.06% of Fiduciary Alliance's portfolio in Q2 2026, its #14 holding.
  • Fiduciary Alliance first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Fiduciary Alliance's Morgan Stanley position peaked at $17.5M in Q4 2025.
  • 873 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.