MF
MS icon

Meridian Financial’s Morgan Stanley MS Stock Holding History

Meridian Financial’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 		$297K Hold
1,423
– – 0.14% 119
2026
Q1 		$234K Hold
1,423
– – 0.13% 134
2025
Q4 		$253K Buy
1,423
+21
+1% +$3.5K 0.14% 122
2025
Q3 		$223K Buy
+1,402
New +$207K 0.13% 131

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

Meridian Financial's MS Position: Q2 2026 in Review

Meridian Financial held its Morgan Stanley (MS) position steady in Q2 2026 at 1,423 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #119.

Meridian Financial first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Meridian Financial held 1,423 shares of Morgan Stanley worth $297K as of Q2 2026.
  • Meridian Financial left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.14% of Meridian Financial's portfolio in Q2 2026, its #119 holding.
  • Meridian Financial first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.