IF
MS icon

Intrua Financial’s Morgan Stanley MS Stock Holding History

Intrua Financial’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 		$804K Sell
3,847
-2,056
-35% -$407K 0.07% 198
2026
Q1 		$972K Buy
5,903
+23
+0.4% +$3.98K 0.1% 162
2025
Q4 		$1.04M Buy
5,880
+79
+1% +$13.2K 0.11% 146
2025
Q3 		$922K Buy
5,801
+961
+20% +$142K 0.1% 158
2025
Q2 		$682K Sell
4,840
-659
-12% -$80.9K 0.09% 165
2025
Q1 		$642K Sell
5,499
-1,688
-23% -$218K 0.09% 160
2024
Q4 		$904K Sell
7,187
-698
-9% -$86K 0.14% 117
2024
Q3 		$822K Sell
7,885
-103
-1% -$10.4K 0.12% 141
2024
Q2 		$776K Sell
7,988
-4,076
-34% -$388K 0.12% 158
2024
Q1 		$1.14M Buy
+12,064
New +$1.06M 0.16% 121

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

Intrua Financial's MS Position: Q2 2026 in Review

Intrua Financial reduced its Morgan Stanley (MS) stake by 35% in Q2 2026, selling an estimated $407K and leaving 3,847 shares worth $804K. The position accounts for 0.07% of the portfolio, ranked #198.

Intrua Financial first reported a position in MS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2024. 995 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Intrua Financial held 3,847 shares of Morgan Stanley worth $804K as of Q2 2026.
  • Intrua Financial sold 2,056 Morgan Stanley shares in Q2 2026, an estimated $407K.
  • Morgan Stanley made up 0.07% of Intrua Financial's portfolio in Q2 2026, its #198 holding.
  • Intrua Financial first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
  • Intrua Financial's Morgan Stanley position peaked at $1.14M in Q1 2024.
  • 995 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.