GI
MS icon

Gradient Investments’s Morgan Stanley MS Stock Holding History

Gradient Investments’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 		$66.6M Sell
318,659
-8,856
-3% -$1.75M 0.92% 24
2026
Q1 		$53.9M Sell
327,515
-2,251
-0.7% -$390K 0.84% 30
2025
Q4 		$58.5M Sell
329,766
-7,305
-2% -$1.22M 0.93% 27
2025
Q3 		$53.6M Buy
337,071
+5,873
+2% +$867K 0.89% 29
2025
Q2 		$46.7M Sell
331,198
-4,802
-1% -$590K 0.85% 32
2025
Q1 		$39.2M Buy
336,000
+37,193
+12% +$4.79M 0.79% 38
2024
Q4 		$37.6M Sell
298,807
-32,504
-10% -$4M 0.76% 39
2024
Q3 		$34.5M Sell
331,311
-31,010
-9% -$3.12M 0.72% 47
2024
Q2 		$35.2M Sell
362,321
-1,351
-0.4% -$129K 0.79% 37
2024
Q1 		$34.2M Buy
363,672
+14,973
+4% +$1.32M 0.79% 31
2023
Q4 		$32.5M Buy
348,699
+28,300
+9% +$2.26M 0.79% 34
2023
Q3 		$26.2M Buy
320,399
+8,358
+3% +$726K 0.69% 42
2023
Q2 		$26.6M Buy
312,041
+202,573
+185% +$17.3M 0.69% 43
2023
Q1 		$9.61M Buy
109,468
+23,766
+28% +$2.22M 0.26% 113
2022
Q4 		$7.29M Buy
85,702
+621
+0.7% +$52.9K 0.23% 127
2022
Q3 		$6.72M Sell
85,081
-855
-1% -$72.1K 0.21% 124
2022
Q2 		$6.54M Buy
85,936
+11,684
+16% +$957K 0.19% 126
2022
Q1 		$6.49M Sell
74,252
-2,792
-4% -$269K 0.17% 135
2021
Q4 		$7.56M Buy
77,044
+73,882
+2,337% +$7.36M 0.19% 132
2021
Q3 		$308K Buy
3,162
+380
+14% +$37.6K 0.01% 247
2021
Q2 		$255K Buy
2,782
+160
+6% +$13.7K 0.01% 259
2021
Q1 		$204K Sell
2,622
-82
-3% -$6.28K 0.01% 284
2020
Q4 		$131K Sell
2,704
-101
-4% -$5.79K 0.01% 289
2020
Q3 		$136K Buy
2,805
+53
+2% +$2.67K 0.01% 287
2020
Q2 		$133K Buy
2,752
+10
+0.4% +$420 0.01% 269
2020
Q1 		$93K Buy
2,742
+873
+47% +$41.1K 0.01% 284
2019
Q4 		$96K Sell
1,869
-1,246
-40% -$59K ﹤0.01% 317
2019
Q3 		$133K Sell
3,115
-190,906
-98% -$8.16M 0.01% 277
2019
Q2 		$8.5M Buy
194,021
+20,508
+12% +$915K 0.44% 69
2019
Q1 		$7.32M Sell
173,513
-20,199
-10% -$850K 0.47% 65
2018
Q4 		$7.68M Buy
193,712
+6,682
+4% +$292K 0.46% 60
2018
Q3 		$8.71M Buy
187,030
+12,905
+7% +$630K 0.45% 63
2018
Q2 		$8.25M Buy
174,125
+6,369
+4% +$333K 0.44% 66
2018
Q1 		$9.05M Buy
167,756
+9,218
+6% +$510K 0.49% 36
2017
Q4 		$8.32M Buy
+158,538
New +$8.02M 0.48% 39
2017
Q3 		– Sell
-437
Closed -$19K – 530
2017
Q2 		$19K Buy
437
+3
+0.7% +$129 ﹤0.01% 393
2017
Q1 		$19K Buy
434
+2
+0.5% +$89 ﹤0.01% 412
2016
Q4 		$18K Sell
432
-605
-58% -$22.9K ﹤0.01% 369
2016
Q3 		$33K Buy
1,037
+56
+6% +$1.67K ﹤0.01% 301
2016
Q2 		$25K Buy
981
+4
+0.4% +$105 ﹤0.01% 327
2016
Q1 		$24K Buy
977
+600
+159% +$15.3K ﹤0.01% 341
2015
Q4 		$12K Buy
377
+289
+328% +$9.6K ﹤0.01% 382
2015
Q3 		$3K Buy
+88
New +$3.2K ﹤0.01% 492
2015
Q2 		– Sell
-390
Closed -$14K – 686
2015
Q1 		$14K Buy
+390
New +$14K ﹤0.01% 353
2014
Q1 		– Sell
-151
Closed -$5K – 594
2013
Q4 		$5K Hold
151
– – ﹤0.01% 435
2013
Q3 		$4K Hold
151
– – ﹤0.01% 359
2013
Q2 		$4K Buy
+151
New +$3.58K ﹤0.01% 323

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Gradient Investments's MS Position: Q2 2026 in Review

Gradient Investments reduced its Morgan Stanley (MS) stake by 2.7% in Q2 2026, selling an estimated $1.75M and leaving 318,659 shares worth $66.6M. The position accounts for 0.92% of the portfolio, ranked #24.

Gradient Investments first reported a position in MS in Q2 2013 and has held it in 47 quarters since. 529 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Gradient Investments held 318,659 shares of Morgan Stanley worth $66.6M as of Q2 2026.
  • Gradient Investments sold 8,856 Morgan Stanley shares in Q2 2026, an estimated $1.75M.
  • Morgan Stanley made up 0.92% of Gradient Investments's portfolio in Q2 2026, its #24 holding.
  • Gradient Investments first reported a position in Morgan Stanley in Q2 2013 and has held it in 47 quarters since.
  • 529 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.