Fortis Group Advisors’s Morgan Stanley MS Stock Holding History

Fortis Group Advisors’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	$300K	Sell	1,434 -10	-0.7%	-$1.98K	0.05%	218
2026 Q1	$275K	Hold	1,444	–	–	0.05%	244
2025 Q4	$264K	Hold	1,444	–	–	0.04%	249
2025 Q3	$237K	Hold	1,444	–	–	0.04%	215
2025 Q2	$206K	Buy	+1,444	New	+$177K	0.04%	216
2025 Q1	–	Sell	-2,744	Closed	-$345K	–	520
2024 Q4	$345K	Hold	2,744	–	–	0.06%	153
2024 Q3	$286K	Hold	2,744	–	–	0.05%	160
2024 Q2	$267K	Sell	2,744 -35	-1%	-$3.33K	0.05%	160
2024 Q1	$262K	Sell	2,779 -15	-0.5%	-$1.32K	0.05%	176
2023 Q4	$245K	Hold	2,794	–	–	0.06%	115
2023 Q3	$245K	Buy	2,794 +15	+0.5%	+$1.3K	0.08%	108
2023 Q2	$237K	Hold	2,779	–	–	0.06%	120
2023 Q1	$250K	Buy	+2,779	New	+$259K	0.08%	108

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

Fortis Group Advisors's MS Position: Q2 2026 in Review

Fortis Group Advisors reduced its Morgan Stanley (MS) stake by 0.69% in Q2 2026, selling an estimated $1.98K and leaving 1,434 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #218.

Fortis Group Advisors first reported a position in MS in Q1 2023 and has held it in 13 quarters since. The position peaked at $345K in Q4 2024. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Fortis Group Advisors held 1,434 shares of Morgan Stanley worth $300K as of Q2 2026.
Fortis Group Advisors sold 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
Morgan Stanley made up 0.05% of Fortis Group Advisors's portfolio in Q2 2026, its #218 holding.
Fortis Group Advisors first reported a position in Morgan Stanley in Q1 2023 and has held it in 13 quarters since.
Fortis Group Advisors's Morgan Stanley position peaked at $345K in Q4 2024.
949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.