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Forum Financial Management’s Morgan Stanley MS Stock Holding History

Forum Financial 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 		$1.56M Sell
7,469
-5,494
-42% -$1.09M 0.02% 99
2026
Q1 		$2.13M Sell
12,963
-17,526
-57% -$3.03M 0.03% 82
2025
Q4 		$5.41M Sell
30,489
-2,605
-8% -$435K 0.07% 58
2025
Q3 		$5.26M Buy
33,094
+2,054
+7% +$303K 0.07% 57
2025
Q2 		$4.37M Sell
31,040
-3,215
-9% -$395K 0.07% 63
2025
Q1 		$4M Buy
34,255
+13,238
+63% +$1.71M 0.07% 64
2024
Q4 		$2.64M Buy
21,017
+1,856
+10% +$229K 0.04% 89
2024
Q3 		$2M Buy
19,161
+134
+0.7% +$13.5K 0.03% 107
2024
Q2 		$1.85M Buy
19,027
+131
+0.7% +$12.5K 0.03% 113
2024
Q1 		$1.78M Sell
18,896
-144
-0.8% -$12.7K 0.03% 124
2023
Q4 		$1.78M Sell
19,040
-789
-4% -$63.1K 0.03% 101
2023
Q3 		$1.62M Buy
19,829
+2
+0% +$174 0.04% 108
2023
Q2 		$1.69M Buy
19,827
+1,080
+6% +$92.4K 0.04% 97
2023
Q1 		$1.65M Sell
18,747
-206
-1% -$19.2K 0.05% 91
2022
Q4 		$1.61M Buy
18,953
+218
+1% +$18.6K 0.05% 86
2022
Q3 		$1.48M Sell
18,735
-203
-1% -$17.1K 0.07% 81
2022
Q2 		$1.44M Buy
18,938
+2,098
+12% +$172K 0.07% 86
2022
Q1 		$1.47M Buy
16,840
+1
+0% +$96 0.07% 85
2021
Q4 		$1.65M Buy
+16,839
New +$1.68M 0.09% 75

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

Forum Financial Management's MS Position: Q2 2026 in Review

Forum Financial Management reduced its Morgan Stanley (MS) stake by 42% in Q2 2026, selling an estimated $1.09M and leaving 7,469 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #99.

Forum Financial Management first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.41M in Q4 2025. 953 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Forum Financial Management held 7,469 shares of Morgan Stanley worth $1.56M as of Q2 2026.
  • Forum Financial Management sold 5,494 Morgan Stanley shares in Q2 2026, an estimated $1.09M.
  • Morgan Stanley made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #99 holding.
  • Forum Financial Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Morgan Stanley position peaked at $5.41M in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.