MFG
MS icon

Magnus Financial Group’s Morgan Stanley MS Stock Holding History

Magnus Financial Group’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 		$2.14M Buy
10,249
+409
+4% +$81K 0.15% 102
2026
Q1 		$1.62M Sell
9,840
-1,734
-15% -$300K 0.13% 111
2025
Q4 		$2.05M Buy
11,574
+66
+0.6% +$11K 0.16% 112
2025
Q3 		$1.83M Buy
11,508
+93
+0.8% +$13.7K 0.14% 118
2025
Q2 		$1.61M Sell
11,415
-396
-3% -$48.6K 0.14% 115
2025
Q1 		$1.38M Sell
11,811
-1,160
-9% -$149K 0.13% 121
2024
Q4 		$1.63M Buy
12,971
+1,532
+13% +$189K 0.16% 110
2024
Q3 		$1.19M Buy
11,439
+1,487
+15% +$150K 0.12% 131
2024
Q2 		$967K Buy
9,952
+217
+2% +$20.7K 0.11% 140
2024
Q1 		$917K Buy
9,735
+931
+11% +$82K 0.11% 135
2023
Q4 		$821K Sell
8,804
-203
-2% -$16.2K 0.11% 137
2023
Q3 		$736K Sell
9,007
-1,063
-11% -$92.3K 0.11% 136
2023
Q2 		$860K Sell
10,070
-151
-1% -$12.9K 0.12% 125
2023
Q1 		$897K Buy
10,221
+624
+7% +$58.2K 0.14% 122
2022
Q4 		$816K Buy
9,597
+366
+4% +$31.2K 0.13% 126
2022
Q3 		$729K Sell
9,231
-537
-5% -$45.3K 0.14% 121
2022
Q2 		$743K Buy
9,768
+972
+11% +$79.6K 0.14% 122
2022
Q1 		$769K Sell
8,796
-197
-2% -$19K 0.13% 128
2021
Q4 		$883K Buy
8,993
+1,548
+21% +$154K 0.17% 95
2021
Q3 		$724K Buy
7,445
+47
+0.6% +$4.66K 0.15% 96
2021
Q2 		$678K Sell
7,398
-313
-4% -$26.8K 0.15% 100
2021
Q1 		$599K Sell
7,711
-3,183
-29% -$244K 0.14% 96
2020
Q4 		$747K Buy
10,894
+84
+0.8% +$4.82K 0.07% 102
2020
Q3 		$523K Sell
10,810
-222
-2% -$11.2K 0.06% 124
2020
Q2 		$533K Sell
11,032
-9,472
-46% -$398K 0.06% 145
2020
Q1 		$697K Buy
20,504
+11,708
+133% +$551K 0.1% 104
2019
Q4 		$450K Buy
8,796
+51
+0.6% +$2.41K 0.06% 169
2019
Q3 		$373K Buy
8,745
+32
+0.4% +$1.37K 0.07% 174
2019
Q2 		$382K Buy
8,713
+25
+0.3% +$1.11K 0.07% 166
2019
Q1 		$367K Sell
8,688
-1,484
-15% -$62.5K 0.07% 169
2018
Q4 		$403K Buy
+10,172
New +$444K 0.11% 118

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

Magnus Financial Group's MS Position: Q2 2026 in Review

Magnus Financial Group increased its Morgan Stanley (MS) stake by 4.2% in Q2 2026, buying an estimated $81K and bringing the position to 10,249 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #102.

Magnus Financial Group first reported a position in MS in Q4 2018 and has held it in 31 quarters since. 801 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Magnus Financial Group held 10,249 shares of Morgan Stanley worth $2.14M as of Q2 2026.
  • Magnus Financial Group bought 409 Morgan Stanley shares in Q2 2026, an estimated $81K.
  • Morgan Stanley made up 0.15% of Magnus Financial Group's portfolio in Q2 2026, its #102 holding.
  • Magnus Financial Group first reported a position in Morgan Stanley in Q4 2018 and has held it in 31 quarters since.
  • 801 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.