FP
MS icon

Financial Perspectives’s Morgan Stanley MS Stock Holding History

Financial Perspectives’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 		– Sell
-51
Closed -$8.45K – 731
2026
Q1 		$8.45K Hold
51
– – ﹤0.01% 547
2025
Q4 		$9.12K Hold
51
– – ﹤0.01% 537
2025
Q3 		$8.16K Hold
51
– – ﹤0.01% 536
2025
Q2 		$7.23K Hold
51
– – ﹤0.01% 544
2025
Q1 		$5.99K Hold
51
– – ﹤0.01% 553
2024
Q4 		$6.41K Buy
+51
New +$6.28K ﹤0.01% 550
2024
Q1 		– Sell
-5
Closed -$466 – 690
2023
Q4 		$466 Buy
+5
New +$400 ﹤0.01% 655

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 Perspectives's MS Position: Q2 2026 in Review

Financial Perspectives sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 51 shares — an estimated $8.45K sold.

Financial Perspectives first reported a position in MS in Q4 2023 and held it in 7 quarters. The position peaked at $9.12K in Q4 2025. 867 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Financial Perspectives reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Financial Perspectives sold 51 Morgan Stanley shares in Q2 2026, an estimated $8.45K.
  • Financial Perspectives first reported a position in Morgan Stanley in Q4 2023 and held it in 7 quarters.
  • Financial Perspectives's Morgan Stanley position peaked at $9.12K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.