HFS
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Horizon Financial Services’s Morgan Stanley MS Stock Holding History

Horizon Financial Services’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 		$68.4K Buy
327
+153
+88% +$30.3K 0.03% 118
2026
Q1 		$28.6K Buy
174
+104
+149% +$18K 0.01% 140
2025
Q4 		$12.4K Buy
70
+17
+32% +$2.84K 0.01% 164
2025
Q3 		$8.43K Buy
+53
New +$7.83K ﹤0.01% 208

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

Horizon Financial Services's MS Position: Q2 2026 in Review

Horizon Financial Services increased its Morgan Stanley (MS) stake by 88% in Q2 2026, buying an estimated $30.3K and bringing the position to 327 shares worth $68.4K. The position accounts for 0.03% of the portfolio, ranked #118.

Horizon Financial Services first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 873 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Horizon Financial Services held 327 shares of Morgan Stanley worth $68.4K as of Q2 2026.
  • Horizon Financial Services bought 153 Morgan Stanley shares in Q2 2026, an estimated $30.3K.
  • Morgan Stanley made up 0.03% of Horizon Financial Services's portfolio in Q2 2026, its #118 holding.
  • Horizon Financial Services first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 873 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.