KAS
MS icon

KPP Advisory Services’s Morgan Stanley MS Stock Holding History

KPP Advisory 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 		$1.65M Sell
7,872
-115
-1% -$22.8K 0.21% 103
2026
Q1 		$1.31M Sell
7,987
-1,506
-16% -$261K 0.19% 112
2025
Q4 		$1.69M Buy
9,493
+44
+0.5% +$7.34K 0.24% 94
2025
Q3 		$1.5M Sell
9,449
-2,546
-21% -$376K 0.22% 104
2025
Q2 		$1.69M Buy
11,995
+1,042
+10% +$128K 0.28% 79
2025
Q1 		$1.28M Buy
10,953
+2,921
+36% +$376K 0.24% 94
2024
Q4 		$1.01M Buy
8,032
+263
+3% +$32.4K 0.24% 92
2024
Q3 		$810K Buy
7,769
+475
+7% +$47.8K 0.19% 104
2024
Q2 		$709K Buy
7,294
+601
+9% +$57.2K 0.19% 105
2024
Q1 		$630K Buy
6,693
+313
+5% +$27.6K 0.17% 110
2023
Q4 		$595K Buy
6,380
+7
+0.1% +$560 0.52% 51
2023
Q3 		$521K Buy
+6,373
New +$553K 0.17% 103

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

KPP Advisory Services's MS Position: Q2 2026 in Review

KPP Advisory Services reduced its Morgan Stanley (MS) stake by 1.4% in Q2 2026, selling an estimated $22.8K and leaving 7,872 shares worth $1.65M. The position accounts for 0.21% of the portfolio, ranked #103.

KPP Advisory Services first reported a position in MS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.69M in Q2 2025. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • KPP Advisory Services held 7,872 shares of Morgan Stanley worth $1.65M as of Q2 2026.
  • KPP Advisory Services sold 115 Morgan Stanley shares in Q2 2026, an estimated $22.8K.
  • Morgan Stanley made up 0.21% of KPP Advisory Services's portfolio in Q2 2026, its #103 holding.
  • KPP Advisory Services first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • KPP Advisory Services's Morgan Stanley position peaked at $1.69M in Q2 2025.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.