HWP
MS icon

Highline Wealth Partners’s Morgan Stanley MS Stock Holding History

Highline Wealth Partners’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 		$50.3K Buy
240
+48
+25% +$9.51K 0.01% 229
2026
Q1 		$31.7K Sell
192
-68
-26% -$11.8K 0.01% 227
2025
Q4 		$46.2K Hold
260
– – 0.01% 141
2025
Q3 		$41.4K Buy
260
+69
+36% +$10.2K 0.01% 169
2025
Q2 		$26.9K Buy
191
+16
+9% +$1.97K 0.01% 182
2025
Q1 		$20.5K Buy
175
+42
+32% +$5.41K 0.01% 203
2024
Q4 		$16.8K Buy
133
+52
+64% +$6.4K 0.01% 194
2024
Q3 		$8.47K Sell
81
-24
-23% -$2.42K ﹤0.01% 278
2024
Q2 		$10.2K Buy
105
+101
+2,525% +$9.61K ﹤0.01% 219
2024
Q1 		$392 Hold
4
– – ﹤0.01% 407
2023
Q4 		$384 Sell
4
-202
-98% -$16.2K ﹤0.01% 381
2023
Q3 		$16.8K Buy
206
+2
+1% +$174 0.01% 158
2023
Q2 		$17.4K Hold
204
– – 0.01% 135
2023
Q1 		$17.9K Buy
204
+187
+1,100% +$17.5K 0.01% 135
2022
Q4 		$1.45K Buy
+17
New +$1.45K ﹤0.01% 244

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

Highline Wealth Partners's MS Position: Q2 2026 in Review

Highline Wealth Partners increased its Morgan Stanley (MS) stake by 25% in Q2 2026, buying an estimated $9.51K and bringing the position to 240 shares worth $50.3K. The position accounts for 0.01% of the portfolio, ranked #229.

Highline Wealth Partners first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 607 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Highline Wealth Partners held 240 shares of Morgan Stanley worth $50.3K as of Q2 2026.
  • Highline Wealth Partners bought 48 Morgan Stanley shares in Q2 2026, an estimated $9.51K.
  • Morgan Stanley made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #229 holding.
  • Highline Wealth Partners first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 607 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.