HIW
MS icon

Holos Integrated Wealth’s Morgan Stanley MS Stock Holding History

Holos Integrated Wealth’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 		$12.4K Hold
56
– – 0.01% 250
2026
Q1 		$9.43K Hold
56
– – ﹤0.01% 264
2025
Q4 		$10.2K Hold
56
– – 0.01% 203
2025
Q3 		$8.5K Hold
56
– – 0.01% 201
2025
Q2 		$8.02K Hold
56
– – ﹤0.01% 202
2025
Q1 		$6.53K Hold
56
– – ﹤0.01% 214
2024
Q4 		$7.04K Buy
+56
New +$6.9K ﹤0.01% 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

Holos Integrated Wealth's MS Position: Q2 2026 in Review

Holos Integrated Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 56 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #250.

Holos Integrated Wealth first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Holos Integrated Wealth held 56 shares of Morgan Stanley worth $12.4K as of Q2 2026.
  • Holos Integrated Wealth left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #250 holding.
  • Holos Integrated Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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