Flynn Zito Capital Management’s Morgan Stanley MS Stock Holding History

Flynn Zito 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	$528K	Buy	2,527 +1	+0%	+$198	0.14%	79
2026 Q1	$416K	Hold	2,526	–	–	0.13%	86
2025 Q4	$448K	Hold	2,526	–	–	0.16%	81
2025 Q3	$401K	Buy	2,526 +1	+0%	+$148	0.15%	80
2025 Q2	$356K	Hold	2,525	–	–	0.15%	79
2025 Q1	$295K	Sell	2,525 -3	-0.1%	-$387	0.14%	86
2024 Q4	$318K	Buy	2,528 +1	+0%	+$123	0.15%	79
2024 Q3	$263K	Hold	2,527	–	–	0.13%	88
2024 Q2	$246K	Buy	2,527 +4	+0.2%	+$381	0.13%	87
2024 Q1	$238K	Hold	2,523	–	–	0.12%	94
2023 Q4	$235K	Buy	2,523 +1	+0%	+$80	0.16%	78
2023 Q3	$206K	Buy	2,522 +1	+0%	+$87	0.14%	64
2023 Q2	$215K	Hold	2,521	–	–	0.15%	66
2023 Q1	$221K	Buy	+2,521	New	+$235K	0.16%	64
2022 Q2	–	Sell	-2,293	Closed	-$200K	–	98
2022 Q1	$200K	Hold	2,293	–	–	0.17%	77
2021 Q4	$225K	Buy	+2,293	New	+$228K	0.19%	66

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

Flynn Zito Capital Management's MS Position: Q2 2026 in Review

Flynn Zito Capital Management increased its Morgan Stanley (MS) stake by 0.04% in Q2 2026, buying an estimated $198 and bringing the position to 2,527 shares worth $528K. The position accounts for 0.14% of the portfolio, ranked #79.

Flynn Zito Capital Management first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 984 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Flynn Zito Capital Management held 2,527 shares of Morgan Stanley worth $528K as of Q2 2026.
Flynn Zito Capital Management bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
Morgan Stanley made up 0.14% of Flynn Zito Capital Management's portfolio in Q2 2026, its #79 holding.
Flynn Zito Capital Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
984 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.