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Genesis Private Wealth’s Morgan Stanley MS Stock Holding History

Genesis Private Wealth’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 		$272K Buy
1,302
+74
+6% +$14.7K 0.08% 146
2026
Q1 		$202K Sell
1,228
-155
-11% -$26.8K 0.06% 180
2025
Q4 		$246K Buy
1,383
+49
+4% +$8.17K 0.08% 149
2025
Q3 		$212K Sell
1,334
-641
-32% -$94.7K 0.09% 146
2025
Q2 		$278K Sell
1,975
-259
-12% -$31.8K 0.13% 102
2025
Q1 		$261K Sell
2,234
-401
-15% -$51.7K 0.14% 102
2024
Q4 		$331K Buy
+2,635
New +$325K 0.18% 70

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

Genesis Private Wealth's MS Position: Q2 2026 in Review

Genesis Private Wealth increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $14.7K and bringing the position to 1,302 shares worth $272K. The position accounts for 0.08% of the portfolio, ranked #146.

Genesis Private Wealth first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $331K in Q4 2024. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Genesis Private Wealth held 1,302 shares of Morgan Stanley worth $272K as of Q2 2026.
  • Genesis Private Wealth bought 74 Morgan Stanley shares in Q2 2026, an estimated $14.7K.
  • Morgan Stanley made up 0.08% of Genesis Private Wealth's portfolio in Q2 2026, its #146 holding.
  • Genesis Private Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • Genesis Private Wealth's Morgan Stanley position peaked at $331K in Q4 2024.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.