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Friday Financial’s Morgan Stanley MS Stock Holding History

Friday Financial’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 		$250K Buy
+1,125
New +$223K 0.07% 99

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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Friday Financial's MS Position: Q2 2026 in Review

Friday Financial opened a new position in Morgan Stanley (MS) in Q2 2026: 1,125 shares worth $250K. The stake represents 0.07% of the portfolio and ranks #99 among its holdings.

675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Friday Financial held 1,125 shares of Morgan Stanley worth $250K as of Q2 2026.
  • Morgan Stanley was a new Friday Financial position in Q2 2026.
  • Morgan Stanley made up 0.07% of Friday Financial's portfolio in Q2 2026, its #99 holding.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Friday Financial's 13F filing for Q2 2026, filed 9 Jul 2026.