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Mayflower Financial Advisors’s Morgan Stanley MS Stock Holding History

Mayflower Financial 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 		$5.96M Buy
28,503
+192
+0.7% +$38K 0.51% 48
2026
Q1 		$4.66M Sell
28,311
-8,999
-24% -$1.56M 0.57% 45
2025
Q4 		$6.62M Buy
37,310
+53
+0.1% +$8.84K 0.8% 30
2025
Q3 		$5.92M Sell
37,257
-1,059
-3% -$156K 0.74% 33
2025
Q2 		$5.4M Buy
38,316
+78
+0.2% +$9.58K 0.75% 31
2025
Q1 		$4.46M Buy
38,238
+12
+0% +$1.55K 0.68% 37
2024
Q4 		$4.81M Sell
38,226
-809
-2% -$99.6K 0.72% 35
2024
Q3 		$4.07M Buy
39,035
+113
+0.3% +$11.4K 0.61% 41
2024
Q2 		$3.78M Sell
38,922
-578
-1% -$55K 0.62% 39
2024
Q1 		$3.72M Sell
39,500
-1,219
-3% -$107K 0.62% 39
2023
Q4 		$3.8M Sell
40,719
-1,839
-4% -$147K 0.52% 47
2023
Q3 		$3.48M Sell
42,558
-209
-0.5% -$18.1K 0.52% 43
2023
Q2 		$3.65M Sell
42,767
-46
-0.1% -$3.93K 0.47% 51
2023
Q1 		$3.76M Buy
42,813
+19
+0% +$1.77K 0.49% 47
2022
Q4 		$3.64M Sell
42,794
-2,101
-5% -$179K 0.51% 44
2022
Q3 		$3.55M Buy
44,895
+1,679
+4% +$142K 0.57% 42
2022
Q2 		$3.29M Sell
43,216
-1,985
-4% -$163K 0.5% 44
2022
Q1 		$3.95M Buy
45,201
+466
+1% +$45K 0.53% 41
2021
Q4 		$4.39M Buy
44,735
+456
+1% +$45.4K 0.58% 38
2021
Q3 		$4.5M Buy
44,279
+206
+0.5% +$20.4K 0.61% 37
2021
Q2 		$4.04M Buy
44,073
+18,388
+72% +$1.58M 0.56% 40
2021
Q1 		$2M Buy
25,685
+20,054
+356% +$1.54M 0.3% 60
2020
Q4 		$386K Buy
+5,631
New +$323K 0.07% 167

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mayflower Financial Advisors's MS Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Morgan Stanley (MS) stake by 0.68% in Q2 2026, buying an estimated $38K and bringing the position to 28,503 shares worth $5.96M. The position accounts for 0.51% of the portfolio, ranked #48.

Mayflower Financial Advisors first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.62M in Q4 2025. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mayflower Financial Advisors held 28,503 shares of Morgan Stanley worth $5.96M as of Q2 2026.
  • Mayflower Financial Advisors bought 192 Morgan Stanley shares in Q2 2026, an estimated $38K.
  • Morgan Stanley made up 0.51% of Mayflower Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Mayflower Financial Advisors first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Morgan Stanley position peaked at $6.62M in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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