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Hennion & Walsh Asset Management’s Morgan Stanley MS Stock Holding History

Hennion & Walsh Asset Management’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 		$2.18M Buy
10,433
+2,532
+32% +$501K 0.06% 359
2026
Q1 		$1.3M Buy
7,901
+2,601
+49% +$450K 0.04% 450
2025
Q4 		$941K Sell
5,300
-81
-2% -$13.5K 0.03% 534
2025
Q3 		$855K Buy
5,381
+221
+4% +$32.6K 0.03% 550
2025
Q2 		$727K Sell
5,160
-5,051
-49% -$620K 0.03% 572
2025
Q1 		$1.19M Sell
10,211
-3,339
-25% -$430K 0.05% 436
2024
Q4 		$1.7M Sell
13,550
-9,052
-40% -$1.11M 0.08% 326
2024
Q3 		$2.36M Sell
22,602
-6,036
-21% -$608K 0.11% 237
2024
Q2 		$2.78M Sell
28,638
-4,503
-14% -$429K 0.14% 185
2024
Q1 		$3.12M Sell
33,141
-6,679
-17% -$588K 0.17% 161
2023
Q4 		$3.71M Sell
39,820
-5,339
-12% -$427K 0.21% 123
2023
Q3 		$3.69M Buy
45,159
+8,688
+24% +$754K 0.24% 107
2023
Q2 		$3.12M Buy
36,471
+5,811
+19% +$497K 0.18% 141
2023
Q1 		$2.69M Buy
30,660
+5,307
+21% +$495K 0.17% 158
2022
Q4 		$2.16M Buy
25,353
+7,072
+39% +$603K 0.13% 195
2022
Q3 		$1.44M Buy
18,281
+8,967
+96% +$756K 0.1% 249
2022
Q2 		$708K Buy
9,314
+2,847
+44% +$233K 0.04% 409
2022
Q1 		$565K Buy
6,467
+1,978
+44% +$191K 0.03% 492
2021
Q4 		$441K Buy
4,489
+642
+17% +$64K 0.02% 564
2021
Q3 		$374K Sell
3,847
-1,733
-31% -$172K 0.02% 582
2021
Q2 		$512K Sell
5,580
-1,647
-23% -$141K 0.03% 519
2021
Q1 		$561K Buy
+7,227
New +$554K 0.03% 481

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

Hennion & Walsh Asset Management's MS Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Morgan Stanley (MS) stake by 32% in Q2 2026, buying an estimated $501K and bringing the position to 10,433 shares worth $2.18M. The position accounts for 0.06% of the portfolio, ranked #359.

Hennion & Walsh Asset Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.71M in Q4 2023. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Hennion & Walsh Asset Management held 10,433 shares of Morgan Stanley worth $2.18M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 2,532 Morgan Stanley shares in Q2 2026, an estimated $501K.
  • Morgan Stanley made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #359 holding.
  • Hennion & Walsh Asset Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's Morgan Stanley position peaked at $3.71M in Q4 2023.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.