Financial Management Professionals’s Morgan Stanley MS Stock Holding History

Financial Management Professionals’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	$1.72M	Buy	8,245 +52	+0.6%	+$10.3K	0.16%	50
2026 Q1	$1.35M	Buy	8,193 +94	+1%	+$16.3K	0.15%	52
2025 Q4	$1.44M	Buy	8,099 +61	+0.8%	+$10.2K	0.15%	55
2025 Q3	$1.28M	Buy	8,038 +228	+3%	+$33.7K	0.13%	56
2025 Q2	$1.1M	Sell	7,810 -534	-6%	-$65.6K	0.12%	59
2025 Q1	$973K	Buy	8,344 +85	+1%	+$11K	0.12%	60
2024 Q4	$1.04M	Buy	8,259 +673	+9%	+$82.9K	0.13%	62
2024 Q3	$791K	Sell	7,586 -171	-2%	-$17.2K	0.1%	70
2024 Q2	$754K	Sell	7,757 -180	-2%	-$17.1K	0.1%	65
2024 Q1	$747K	Buy	7,937 +599	+8%	+$52.8K	0.11%	67
2023 Q4	$684K	Buy	7,338 +99	+1%	+$7.92K	0.11%	63
2023 Q3	$591K	Sell	7,239 -360	-5%	-$31.3K	0.1%	61
2023 Q2	$649K	Buy	7,599 +232	+3%	+$19.8K	0.11%	59
2023 Q1	$647K	Buy	7,367 +878	+14%	+$81.9K	0.12%	58
2022 Q4	$552K	Buy	6,489 +1,122	+21%	+$95.6K	0.11%	54
2022 Q3	$424K	Buy	5,367 +304	+6%	+$25.6K	0.1%	55
2022 Q2	$385K	Buy	5,063 +551	+12%	+$45.1K	0.09%	66
2022 Q1	$394K	Buy	4,512 +663	+17%	+$64K	0.09%	68
2021 Q4	$378K	Buy	3,849 +1,015	+36%	+$101K	0.08%	70
2021 Q3	$276K	Buy	2,834 +158	+6%	+$15.7K	0.06%	70
2021 Q2	$245K	Buy	2,676 +267	+11%	+$22.9K	0.06%	74
2021 Q1	$187K	Buy	2,409 +941	+64%	+$72.1K	0.05%	78
2020 Q4	$101K	Buy	1,468 +108	+8%	+$6.2K	0.03%	120
2020 Q3	$66K	Buy	1,360 +5	+0.4%	+$252	0.02%	163
2020 Q2	$65K	Buy	1,355 +1,130	+502%	+$47.5K	0.02%	162
2020 Q1	$8K	Hold	225	–	–	﹤0.01%	182
2019 Q4	$12K	Hold	225	–	–	﹤0.01%	174
2019 Q3	$10K	Hold	225	–	–	﹤0.01%	183
2019 Q2	$10K	Hold	225	–	–	﹤0.01%	195
2019 Q1	$9K	Hold	225	–	–	﹤0.01%	166
2018 Q4	$9K	Hold	225	–	–	0.01%	158
2018 Q3	$10K	Hold	225	–	–	﹤0.01%	172
2018 Q2	$11K	Hold	225	–	–	﹤0.01%	158
2018 Q1	$12K	Buy	+225	New	+$12.5K	0.01%	153
2014 Q3	–	Sell	-200	Closed	-$6K	–	257
2014 Q2	$6K	Hold	200	–	–	﹤0.01%	200
2014 Q1	$6K	Hold	200	–	–	﹤0.01%	197
2013 Q4	$6K	Hold	200	–	–	﹤0.01%	198
2013 Q3	$5K	Hold	200	–	–	﹤0.01%	210
2013 Q2	$5K	Buy	+200	New	+$4.74K	﹤0.01%	206

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Management Professionals's MS Position: Q2 2026 in Review

Financial Management Professionals increased its Morgan Stanley (MS) stake by 0.63% in Q2 2026, buying an estimated $10.3K and bringing the position to 8,245 shares worth $1.72M. The position accounts for 0.16% of the portfolio, ranked #50.

Financial Management Professionals first reported a position in MS in Q2 2013 and has held it in 39 quarters since. 984 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Financial Management Professionals held 8,245 shares of Morgan Stanley worth $1.72M as of Q2 2026.
Financial Management Professionals bought 52 Morgan Stanley shares in Q2 2026, an estimated $10.3K.
Morgan Stanley made up 0.16% of Financial Management Professionals's portfolio in Q2 2026, its #50 holding.
Financial Management Professionals first reported a position in Morgan Stanley in Q2 2013 and has held it in 39 quarters since.
984 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.