Latitude Advisors’s Morgan Stanley MS Stock Holding History

Latitude Advisors’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	$488K	Buy	+2,334	New	+$462K	0.19%	123

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Latitude Advisors's MS Position: Q2 2026 in Review

Latitude Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 2,334 shares worth $488K. The stake represents 0.19% of the portfolio and ranks #123 among its holdings.

1,189 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Latitude Advisors held 2,334 shares of Morgan Stanley worth $488K as of Q2 2026.
Morgan Stanley was a new Latitude Advisors position in Q2 2026.
Morgan Stanley made up 0.19% of Latitude Advisors's portfolio in Q2 2026, its #123 holding.
1,189 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.