LA
MS icon

Legacy Advisors’s Morgan Stanley MS Stock Holding History

Legacy 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 		$607K Buy
2,903
+248
+9% +$49.1K 0.06% 167
2026
Q1 		$437K Sell
2,655
-91
-3% -$15.8K 0.05% 173
2025
Q4 		$487K Buy
2,746
+562
+26% +$93.7K 0.05% 169
2025
Q3 		$347K Buy
+2,184
New +$322K 0.04% 186
2025
Q2 		– Sell
-7,113
Closed -$830K – 263
2025
Q1 		$830K Buy
7,113
+595
+9% +$76.7K 0.09% 188
2024
Q4 		$819K Buy
6,518
+779
+14% +$95.9K 0.08% 189
2024
Q3 		$598K Buy
5,739
+794
+16% +$80K 0.06% 222
2024
Q2 		$481K Buy
4,945
+1,197
+32% +$114K 0.06% 212
2024
Q1 		$353K Buy
3,748
+383
+11% +$33.7K 0.04% 235
2023
Q4 		$314K Buy
+3,365
New +$269K 0.04% 239
2019
Q2 		– Sell
-218
Closed -$9K – 402
2019
Q1 		$9K Buy
+218
New +$9.17K ﹤0.01% 337
2018
Q4 		– Sell
-417
Closed -$19K – 289
2018
Q3 		$19K Hold
417
– – 0.01% 301
2018
Q2 		$20K Buy
417
+199
+91% +$10.4K 0.01% 256
2018
Q1 		$12K Hold
218
– – 0.01% 252
2017
Q4 		$11K Hold
218
– – 0.01% 249
2017
Q3 		$10K Buy
+218
New +$10.1K 0.01% 222

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

Legacy Advisors's MS Position: Q2 2026 in Review

Legacy Advisors increased its Morgan Stanley (MS) stake by 9.3% in Q2 2026, buying an estimated $49.1K and bringing the position to 2,903 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #167.

Legacy Advisors first reported a position in MS in Q3 2017 and has held it in 16 quarters since. The position peaked at $830K in Q1 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Legacy Advisors held 2,903 shares of Morgan Stanley worth $607K as of Q2 2026.
  • Legacy Advisors bought 248 Morgan Stanley shares in Q2 2026, an estimated $49.1K.
  • Morgan Stanley made up 0.06% of Legacy Advisors's portfolio in Q2 2026, its #167 holding.
  • Legacy Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 16 quarters since.
  • Legacy Advisors's Morgan Stanley position peaked at $830K in Q1 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.