KF
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Krilogy Financial’s Morgan Stanley MS Stock Holding History

Krilogy 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 		$4.75M Buy
22,726
+1,168
+5% +$231K 0.14% 126
2026
Q1 		$4.04M Buy
21,558
+3,080
+17% +$533K 0.13% 139
2025
Q4 		$3.36M Buy
18,478
+1,658
+10% +$277K 0.11% 147
2025
Q3 		$2.78M Buy
16,820
+2,819
+20% +$416K 0.1% 158
2025
Q2 		$1.97M Sell
14,001
-661
-5% -$81.2K 0.11% 138
2025
Q1 		$1.71M Sell
14,662
-508
-3% -$65.5K 0.11% 137
2024
Q4 		$1.91M Buy
15,170
+1,224
+9% +$151K 0.13% 126
2024
Q3 		$1.45M Buy
13,946
+111
+0.8% +$11.2K 0.1% 143
2024
Q2 		$1.34M Buy
13,835
+118
+0.9% +$11.2K 0.1% 140
2024
Q1 		$1.29M Buy
+13,717
New +$1.21M 0.1% 153
2023
Q2 		– Sell
-2,975
Closed -$261K – 325
2023
Q1 		$261K Sell
2,975
-11,573
-80% -$1.08M 0.02% 348
2022
Q4 		$1.24M Buy
+14,548
New +$1.24M 0.12% 142
2018
Q4 		– Sell
-2,276
Closed -$106K – 473
2018
Q3 		$106K Buy
+2,276
New +$111K 0.02% 210
2018
Q2 		– Sell
-1,002
Closed -$54K – 453
2018
Q1 		$54K Hold
1,002
– – 0.01% 313
2017
Q4 		$53K Sell
1,002
-812
-45% -$41.1K 0.01% 311
2017
Q3 		$87K Buy
1,814
+912
+101% +$42.3K 0.02% 272
2017
Q2 		$40K Sell
902
-197
-18% -$8.49K 0.01% 337
2017
Q1 		$46K Hold
1,099
– – 0.01% 294
2016
Q4 		$46K Hold
1,099
– – 0.01% 294
2016
Q3 		$35K Hold
1,099
– – 0.01% 358
2016
Q2 		$29K Hold
1,099
– – 0.01% 391
2016
Q1 		$27K Buy
1,099
+929
+546% +$23.7K 0.01% 354
2015
Q4 		$5K Hold
170
– – ﹤0.01% 319
2015
Q3 		$5K Buy
+170
New +$6.19K ﹤0.01% 470

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

Krilogy Financial's MS Position: Q2 2026 in Review

Krilogy Financial increased its Morgan Stanley (MS) stake by 5.4% in Q2 2026, buying an estimated $231K and bringing the position to 22,726 shares worth $4.75M. The position accounts for 0.14% of the portfolio, ranked #126.

Krilogy Financial first reported a position in MS in Q3 2015 and has held it in 24 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Krilogy Financial held 22,726 shares of Morgan Stanley worth $4.75M as of Q2 2026.
  • Krilogy Financial bought 1,168 Morgan Stanley shares in Q2 2026, an estimated $231K.
  • Morgan Stanley made up 0.14% of Krilogy Financial's portfolio in Q2 2026, its #126 holding.
  • Krilogy Financial first reported a position in Morgan Stanley in Q3 2015 and has held it in 24 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.