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Intergy Private Wealth’s Morgan Stanley MS Stock Holding History

Intergy Private 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 		$430K Sell
2,057
-108
-5% -$21.4K 0.1% 79
2026
Q1 		$356K Sell
2,165
-32
-1% -$5.54K 0.1% 81
2025
Q4 		$390K Hold
2,197
– – 0.12% 78
2025
Q3 		$349K Sell
2,197
-53
-2% -$7.83K 0.11% 77
2025
Q2 		$317K Sell
2,250
-61
-3% -$7.49K 0.11% 75
2025
Q1 		$270K Sell
2,311
-117
-5% -$15.1K 0.1% 80
2024
Q4 		$305K Sell
2,428
-99
-4% -$12.2K 0.11% 74
2024
Q3 		$263K Buy
2,527
+203
+9% +$20.4K 0.1% 72
2024
Q2 		$226K Buy
+2,324
New +$221K 0.09% 74

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

Intergy Private Wealth's MS Position: Q2 2026 in Review

Intergy Private Wealth reduced its Morgan Stanley (MS) stake by 5% in Q2 2026, selling an estimated $21.4K and leaving 2,057 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #79.

Intergy Private Wealth first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Intergy Private Wealth held 2,057 shares of Morgan Stanley worth $430K as of Q2 2026.
  • Intergy Private Wealth sold 108 Morgan Stanley shares in Q2 2026, an estimated $21.4K.
  • Morgan Stanley made up 0.1% of Intergy Private Wealth's portfolio in Q2 2026, its #79 holding.
  • Intergy Private Wealth first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.