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Laurel Oak Wealth Management’s Morgan Stanley MS Stock Holding History

Laurel Oak 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 		$205K Buy
+981
New +$194K 0.03% 359
2026
Q1 		– Sell
-1,204
Closed -$214K – 379
2025
Q4 		$214K Buy
+1,204
New +$201K 0.04% 335

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

Laurel Oak Wealth Management's MS Position: Q2 2026 in Review

Laurel Oak Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 981 shares worth $205K. The stake represents 0.03% of the portfolio and ranks #359 among its holdings. This is a return to the name: Laurel Oak Wealth Management previously reported a position in MS as recently as Q4 2025.

Laurel Oak Wealth Management first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $214K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Laurel Oak Wealth Management held 981 shares of Morgan Stanley worth $205K as of Q2 2026.
  • Morgan Stanley was a new Laurel Oak Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #359 holding.
  • Laurel Oak Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Laurel Oak Wealth Management's Morgan Stanley position peaked at $214K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.