Fort Washington Investment Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $59.6M | Buy |
285,209
+954
| +0.3% | +$189K | 0.3% | 87 |
|
|
2026
Q1 | $46.8M | Sell |
284,255
-23,610
| -8% | -$4.09M | 0.26% | 100 |
|
|
2025
Q4 | $54.7M | Buy |
307,865
+5,144
| +2% | +$858K | 0.29% | 84 |
|
|
2025
Q3 | $48.1M | Sell |
302,721
-5,225
| -2% | -$772K | 0.26% | 96 |
|
|
2025
Q2 | $43.4M | Buy |
307,946
+7,644
| +3% | +$939K | 0.25% | 97 |
|
|
2025
Q1 | $35M | Buy |
300,302
+10,523
| +4% | +$1.36M | 0.22% | 109 |
|
|
2024
Q4 | $36.4M | Buy |
289,779
+285,496
| +6,666% | +$35.2M | 0.22% | 105 |
|
|
2024
Q3 | $446K | Sell |
4,283
-98
| -2% | -$9.87K | ﹤0.01% | 334 |
|
|
2024
Q2 | $426K | Buy |
4,381
+483
| +12% | +$46K | ﹤0.01% | 338 |
|
|
2024
Q1 | $367K | Sell |
3,898
-470
| -11% | -$41.4K | ﹤0.01% | 347 |
|
|
2023
Q4 | $407K | Sell |
4,368
-600
| -12% | -$48K | ﹤0.01% | 328 |
|
|
2023
Q3 | $406K | Sell |
4,968
-1,500
| -23% | -$130K | ﹤0.01% | 317 |
|
|
2023
Q2 | $552K | Sell |
6,468
-931
| -13% | -$79.6K | ﹤0.01% | 301 |
|
|
2023
Q1 | $650K | Hold |
7,399
| – | – | ﹤0.01% | 292 |
|
|
2022
Q4 | $629K | Sell |
7,399
-1,510
| -17% | -$129K | ﹤0.01% | 300 |
|
|
2022
Q3 | $704K | Sell |
8,909
-260
| -3% | -$21.9K | 0.01% | 300 |
|
|
2022
Q2 | $697K | Hold |
9,169
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $801K | Hold |
9,169
| – | – | 0.01% | 336 |
|
|
2021
Q4 | $900K | Sell |
9,169
-138
| -1% | -$13.7K | 0.01% | 331 |
|
|
2021
Q3 | $906K | Sell |
9,307
-91
| -1% | -$9.02K | 0.01% | 322 |
|
|
2021
Q2 | $861K | Sell |
9,398
-725
| -7% | -$62.2K | 0.01% | 330 |
|
|
2021
Q1 | $787K | Sell |
10,123
-938
| -8% | -$71.9K | 0.01% | 334 |
|
|
2020
Q4 | $758K | Sell |
11,061
-240
| -2% | -$13.8K | 0.01% | 336 |
|
|
2020
Q3 | $547K | Hold |
11,301
| – | – | 0.01% | 361 |
|
|
2020
Q2 | $546K | Sell |
11,301
-895
| -7% | -$37.6K | 0.01% | 366 |
|
|
2020
Q1 | $415K | Hold |
12,196
| – | – | 0.01% | 350 |
|
|
2019
Q4 | $624K | Sell |
12,196
-100,274
| -89% | -$4.75M | 0.01% | 361 |
|
|
2019
Q3 | $4.8M | Sell |
112,470
-245
| -0.2% | -$10.5K | 0.05% | 219 |
|
|
2019
Q2 | $4.94M | Sell |
112,715
-527,065
| -82% | -$23.5M | 0.06% | 211 |
|
|
2019
Q1 | $27M | Hold |
639,780
| – | – | 0.3% | 81 |
|
|
2018
Q4 | $25.4M | Sell |
639,780
-2,277
| -0.4% | -$99.4K | 0.31% | 73 |
|
|
2018
Q3 | $29.9M | Sell |
642,057
-269,337
| -30% | -$13.2M | 0.29% | 72 |
|
|
2018
Q2 | $43.2M | Sell |
911,394
-232
| -0% | -$12.1K | 0.44% | 63 |
|
|
2018
Q1 | $49.2M | Sell |
911,626
-9,585
| -1% | -$531K | 0.51% | 52 |
|
|
2017
Q4 | $48.3M | Buy |
921,211
+888,571
| +2,722% | +$44.9M | 0.48% | 56 |
|
|
2017
Q3 | $1.57M | Buy |
+32,640
| New | +$1.51M | 0.02% | 255 |
|
Other funds holding MS
HCM
ATO
OIAM
AAMU
DLA
RG
Fort Washington Investment Advisors's MS Position: Q2 2026 in Review
Fort Washington Investment Advisors increased its Morgan Stanley (MS) stake by 0.34% in Q2 2026, buying an estimated $189K and bringing the position to 285,209 shares worth $59.6M. The position accounts for 0.3% of the portfolio, ranked #87.
Fort Washington Investment Advisors first reported a position in MS in Q3 2017 and has held it in 36 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Fort Washington Investment Advisors held 285,209 shares of Morgan Stanley worth $59.6M as of Q2 2026.
- Fort Washington Investment Advisors bought 954 Morgan Stanley shares in Q2 2026, an estimated $189K.
- Morgan Stanley made up 0.3% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #87 holding.
- Fort Washington Investment Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 36 quarters since.
- 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.