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Focus Financial Network’s Morgan Stanley MS Stock Holding History

Focus Financial Network’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 		$546K Buy
2,613
+143
+6% +$28.3K 0.02% 465
2026
Q1 		$406K Sell
2,470
-601
-20% -$104K 0.01% 513
2025
Q4 		$545K Buy
3,071
+47
+2% +$7.84K 0.02% 432
2025
Q3 		$481K Sell
3,024
-1,387
-31% -$205K 0.02% 455
2025
Q2 		$621K Buy
4,411
+1,074
+32% +$132K 0.02% 383
2025
Q1 		$389K Buy
3,337
+128
+4% +$16.5K 0.02% 477
2024
Q4 		$403K Buy
3,209
+64
+2% +$7.88K 0.02% 467
2024
Q3 		$328K Buy
3,145
+27
+0.9% +$2.72K 0.01% 519
2024
Q2 		$334K Buy
3,118
+635
+26% +$60.4K 0.01% 501
2024
Q1 		$224K Sell
2,483
-9,160
-79% -$807K 0.01% 574
2023
Q4 		$1.09M Buy
11,643
+8,524
+273% +$682K 0.04% 301
2023
Q3 		$255K Hold
3,119
– – 0.01% 508
2023
Q2 		$266K Buy
3,119
+461
+17% +$39.4K 0.01% 497
2023
Q1 		$233K Sell
2,658
-5
-0.2% -$467 0.01% 501
2022
Q4 		$226K Sell
2,663
-1,246
-32% -$106K 0.02% 430
2022
Q3 		$309K Buy
3,909
+663
+20% +$55.9K 0.03% 369
2022
Q2 		$247K Buy
3,246
+863
+36% +$70.7K 0.02% 428
2022
Q1 		$208K Buy
+2,383
New +$230K 0.01% 493

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

Focus Financial Network's MS Position: Q2 2026 in Review

Focus Financial Network increased its Morgan Stanley (MS) stake by 5.8% in Q2 2026, buying an estimated $28.3K and bringing the position to 2,613 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #465.

Focus Financial Network first reported a position in MS in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.09M in Q4 2023. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Focus Financial Network held 2,613 shares of Morgan Stanley worth $546K as of Q2 2026.
  • Focus Financial Network bought 143 Morgan Stanley shares in Q2 2026, an estimated $28.3K.
  • Morgan Stanley made up 0.02% of Focus Financial Network's portfolio in Q2 2026, its #465 holding.
  • Focus Financial Network first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • Focus Financial Network's Morgan Stanley position peaked at $1.09M in Q4 2023.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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