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Financial Life Planners’s Morgan Stanley MS Stock Holding History

Financial Life Planners’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 		$191K Buy
915
+5
+0.5% +$990 0.12% 62
2026
Q1 		$150K Buy
+910
New +$158K 0.11% 66
2025
Q4 		– Sell
-899
Closed -$143K – 227
2025
Q3 		$143K Buy
+899
New +$133K 0.1% 70
2025
Q2 		– Sell
-887
Closed -$103K – 74
2025
Q1 		$103K Buy
887
+5
+0.6% +$644 0.1% 81
2024
Q4 		$111K Buy
+882
New +$109K 0.09% 71

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

Financial Life Planners's MS Position: Q2 2026 in Review

Financial Life Planners increased its Morgan Stanley (MS) stake by 0.55% in Q2 2026, buying an estimated $990 and bringing the position to 915 shares worth $191K. The position accounts for 0.12% of the portfolio, ranked #62.

Financial Life Planners first reported a position in MS in Q4 2024 and has held it in 5 quarters since. 918 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Financial Life Planners held 915 shares of Morgan Stanley worth $191K as of Q2 2026.
  • Financial Life Planners bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.12% of Financial Life Planners's portfolio in Q2 2026, its #62 holding.
  • Financial Life Planners first reported a position in Morgan Stanley in Q4 2024 and has held it in 5 quarters since.
  • 918 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.