Kingsman Wealth Management’s Morgan Stanley MS Stock Holding History

Kingsman Wealth Management’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	$654K	Sell	3,127 -288	-8%	-$57K	0.31%	42
2026 Q1	$562K	Sell	3,415 -1,743	-34%	-$302K	0.32%	40
2025 Q4	$916K	Buy	5,158 +1,894	+58%	+$316K	0.5%	29
2025 Q3	$519K	Buy	3,264 +19	+0.6%	+$2.81K	0.29%	43
2025 Q2	$457K	Buy	3,245 +114	+4%	+$14K	0.28%	40
2025 Q1	$365K	Buy	+3,131	New	+$403K	0.27%	47

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Kingsman Wealth Management's MS Position: Q2 2026 in Review

Kingsman Wealth Management reduced its Morgan Stanley (MS) stake by 8.4% in Q2 2026, selling an estimated $57K and leaving 3,127 shares worth $654K. The position accounts for 0.31% of the portfolio, ranked #42.

Kingsman Wealth Management first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $916K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Kingsman Wealth Management held 3,127 shares of Morgan Stanley worth $654K as of Q2 2026.
Kingsman Wealth Management sold 288 Morgan Stanley shares in Q2 2026, an estimated $57K.
Morgan Stanley made up 0.31% of Kingsman Wealth Management's portfolio in Q2 2026, its #42 holding.
Kingsman Wealth Management first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
Kingsman Wealth Management's Morgan Stanley position peaked at $916K in Q4 2025.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kingsman Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.