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GHP Investment Advisors’s Morgan Stanley MS Stock Holding History

GHP Investment Advisors’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 		$320K Sell
1,529
-69
-4% -$13.7K 0.01% 368
2026
Q1 		$263K Buy
1,598
+41
+3% +$7.1K 0.01% 369
2025
Q4 		$276K Buy
1,557
+41
+3% +$6.84K 0.01% 357
2025
Q3 		$241K Hold
1,516
– – 0.01% 362
2025
Q2 		$214K Sell
1,516
-350
-19% -$43K 0.01% 373
2025
Q1 		$218K Hold
1,866
– – 0.01% 367
2024
Q4 		$235K Sell
1,866
-29
-2% -$3.57K 0.01% 366
2024
Q3 		$198K Buy
1,895
+15
+0.8% +$1.51K 0.01% 384
2024
Q2 		$183K Sell
1,880
-121
-6% -$11.5K 0.01% 378
2024
Q1 		$188K Hold
2,001
– – 0.01% 381
2023
Q4 		$187K Sell
2,001
-442
-18% -$35.4K 0.01% 380
2023
Q3 		$190K Buy
2,443
+142
+6% +$12.3K 0.01% 372
2023
Q2 		$202K Sell
2,301
-590
-20% -$50.5K 0.01% 372
2023
Q1 		$254K Hold
2,891
– – 0.02% 348
2022
Q4 		$246K Hold
2,891
– – 0.02% 354
2022
Q3 		$228K Buy
2,891
+87
+3% +$7.33K 0.02% 342
2022
Q2 		$213K Buy
2,804
+213
+8% +$17.4K 0.02% 344
2022
Q1 		$226K Sell
2,591
-1,415
-35% -$137K 0.01% 346
2021
Q4 		$393K Hold
4,006
– – 0.03% 264
2021
Q3 		$390K Hold
4,006
– – 0.03% 248
2021
Q2 		$367K Hold
4,006
– – 0.03% 249
2021
Q1 		$311K Hold
4,006
– – 0.03% 255
2020
Q4 		$275K Buy
+4,006
New +$230K 0.03% 256
2020
Q1 		– Sell
-4,723
Closed -$241K – 293
2019
Q4 		$241K Buy
+4,723
New +$224K 0.03% 284
2018
Q4 		– Sell
-4,393
Closed -$205K – 295
2018
Q3 		$205K Sell
4,393
-70
-2% -$3.42K 0.03% 296
2018
Q2 		$212K Buy
4,463
+250
+6% +$13.1K 0.03% 282
2018
Q1 		$227K Buy
4,213
+1
+0% +$55 0.03% 274
2017
Q4 		$221K Buy
4,212
+1
+0% +$51 0.03% 285
2017
Q3 		$203K Buy
+4,211
New +$195K 0.03% 288
2017
Q2 		– Sell
-6,209
Closed -$266K – 302
2017
Q1 		$266K Buy
+6,209
New +$276K 0.05% 262

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

GHP Investment Advisors's MS Position: Q2 2026 in Review

GHP Investment Advisors reduced its Morgan Stanley (MS) stake by 4.3% in Q2 2026, selling an estimated $13.7K and leaving 1,529 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #368.

GHP Investment Advisors first reported a position in MS in Q1 2017 and has held it in 30 quarters since. The position peaked at $393K in Q4 2021. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • GHP Investment Advisors held 1,529 shares of Morgan Stanley worth $320K as of Q2 2026.
  • GHP Investment Advisors sold 69 Morgan Stanley shares in Q2 2026, an estimated $13.7K.
  • Morgan Stanley made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #368 holding.
  • GHP Investment Advisors first reported a position in Morgan Stanley in Q1 2017 and has held it in 30 quarters since.
  • GHP Investment Advisors's Morgan Stanley position peaked at $393K in Q4 2021.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.