FFO
MS icon

Fortitude Family Office’s Morgan Stanley MS Stock Holding History

Fortitude Family Office’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 		$141K Buy
674
+23
+4% +$4.55K 0.03% 159
2026
Q1 		$107K Sell
651
-83
-11% -$14.4K 0.02% 151
2025
Q4 		$130K Buy
734
+2
+0.3% +$334 0.03% 168
2025
Q3 		$116K Sell
732
-17
-2% -$2.51K 0.03% 171
2025
Q2 		$106K Buy
749
+173
+30% +$21.2K 0.03% 164
2025
Q1 		$67.2K Sell
576
-95
-14% -$12.2K 0.02% 188
2024
Q4 		$84.4K Buy
671
+13
+2% +$1.6K 0.03% 193
2024
Q3 		$68.6K Buy
658
+240
+57% +$24.2K 0.03% 199
2024
Q2 		$40.6K Hold
418
– – 0.02% 200
2024
Q1 		$39.4K Hold
418
– – 0.03% 185
2023
Q4 		$39K Buy
+418
New +$33.4K 0.03% 207

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

Fortitude Family Office's MS Position: Q2 2026 in Review

Fortitude Family Office increased its Morgan Stanley (MS) stake by 3.5% in Q2 2026, buying an estimated $4.55K and bringing the position to 674 shares worth $141K. The position accounts for 0.03% of the portfolio, ranked #159.

Fortitude Family Office first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 897 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Fortitude Family Office held 674 shares of Morgan Stanley worth $141K as of Q2 2026.
  • Fortitude Family Office bought 23 Morgan Stanley shares in Q2 2026, an estimated $4.55K.
  • Morgan Stanley made up 0.03% of Fortitude Family Office's portfolio in Q2 2026, its #159 holding.
  • Fortitude Family Office first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • 897 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.