FG
MS icon

Foster Group’s Morgan Stanley MS Stock Holding History

Foster Group’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 		$649K Buy
3,103
+291
+10% +$57.6K 0.02% 164
2026
Q1 		$463K Buy
2,812
+353
+14% +$61.1K 0.01% 171
2025
Q4 		$437K Buy
2,459
+25
+1% +$4.17K 0.01% 168
2025
Q3 		$387K Hold
2,434
– – 0.01% 169
2025
Q2 		$343K Buy
+2,434
New +$299K 0.01% 173

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Foster Group's MS Position: Q2 2026 in Review

Foster Group increased its Morgan Stanley (MS) stake by 10% in Q2 2026, buying an estimated $57.6K and bringing the position to 3,103 shares worth $649K. The position accounts for 0.02% of the portfolio, ranked #164.

Foster Group first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Foster Group held 3,103 shares of Morgan Stanley worth $649K as of Q2 2026.
  • Foster Group bought 291 Morgan Stanley shares in Q2 2026, an estimated $57.6K.
  • Morgan Stanley made up 0.02% of Foster Group's portfolio in Q2 2026, its #164 holding.
  • Foster Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.