Kohmann Bosshard Financial Services’s Morgan Stanley MS Stock Holding History

Kohmann Bosshard 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	$382K	Sell	1,827 -2	-0.1%	-$396	0.03%	151
2026 Q1	$301K	Hold	1,829	–	–	0.03%	159
2025 Q4	$325K	Sell	1,829 -140	-7%	-$23.4K	0.03%	198
2025 Q3	$313K	Hold	1,969	–	–	0.03%	168
2025 Q2	$277K	Hold	1,969	–	–	0.03%	160
2025 Q1	$230K	Sell	1,969 -15	-0.8%	-$1.93K	0.03%	196
2024 Q4	$249K	Sell	1,984 -48	-2%	-$5.91K	0.03%	174
2024 Q3	$212K	Buy	+2,032	New	+$205K	0.03%	190

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

Kohmann Bosshard Financial Services's MS Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Morgan Stanley (MS) stake by 0.11% in Q2 2026, selling an estimated $396 and leaving 1,827 shares worth $382K. The position accounts for 0.03% of the portfolio, ranked #151.

Kohmann Bosshard Financial Services first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 931 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Kohmann Bosshard Financial Services held 1,827 shares of Morgan Stanley worth $382K as of Q2 2026.
Kohmann Bosshard Financial Services sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
Morgan Stanley made up 0.03% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #151 holding.
Kohmann Bosshard Financial Services first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
931 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.