HFP
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Holistic Financial Partners’s Morgan Stanley MS Stock Holding History

Holistic Financial 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 		$226K Sell
1,081
-758
-41% -$150K 0.14% 107
2026
Q1 		$303K Buy
1,839
+60
+3% +$10.4K 0.11% 96
2025
Q4 		$316K Hold
1,779
– – 0.11% 90
2025
Q3 		$283K Buy
1,779
+70
+4% +$10.3K 0.12% 101
2025
Q2 		$241K Buy
+1,709
New +$210K 0.11% 108
2018
Q2 		– Sell
-858
Closed -$46K – 246
2018
Q1 		$46K Hold
858
– – 0.04% 209
2017
Q4 		$45K Buy
+858
New +$43.4K 0.04% 214

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

Holistic Financial Partners's MS Position: Q2 2026 in Review

Holistic Financial Partners reduced its Morgan Stanley (MS) stake by 41% in Q2 2026, selling an estimated $150K and leaving 1,081 shares worth $226K. The position accounts for 0.14% of the portfolio, ranked #107.

Holistic Financial Partners first reported a position in MS in Q4 2017 and has held it in 7 quarters since. The position peaked at $316K in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Holistic Financial Partners held 1,081 shares of Morgan Stanley worth $226K as of Q2 2026.
  • Holistic Financial Partners sold 758 Morgan Stanley shares in Q2 2026, an estimated $150K.
  • Morgan Stanley made up 0.14% of Holistic Financial Partners's portfolio in Q2 2026, its #107 holding.
  • Holistic Financial Partners first reported a position in Morgan Stanley in Q4 2017 and has held it in 7 quarters since.
  • Holistic Financial Partners's Morgan Stanley position peaked at $316K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.