MFG
MS icon

Merit Financial Group’s Morgan Stanley MS Stock Holding History

Merit 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 		$22.2M Buy
106,437
+6,200
+6% +$1.23M 0.14% 131
2026
Q1 		$16.5M Buy
100,237
+11,813
+13% +$2.05M 0.12% 145
2025
Q4 		$15.7M Buy
88,424
+19,269
+28% +$3.21M 0.13% 139
2025
Q3 		$11M Sell
69,155
-1,547
-2% -$228K 0.1% 163
2025
Q2 		$9.96M Buy
70,702
+44,509
+170% +$5.47M 0.11% 147
2025
Q1 		$3.06M Buy
26,193
+12,035
+85% +$1.55M 0.05% 318
2024
Q4 		$1.78M Buy
14,158
+6,204
+78% +$764K 0.03% 377
2024
Q3 		$829K Sell
7,954
-3,635
-31% -$366K 0.02% 460
2024
Q2 		$1.13M Sell
11,589
-4,409
-28% -$420K 0.02% 379
2024
Q1 		$1.5M Buy
15,998
+7,071
+79% +$623K 0.04% 318
2023
Q4 		$832K Sell
8,927
-13,537
-60% -$1.08M 0.03% 359
2023
Q3 		$1.83M Buy
22,464
+1,729
+8% +$150K 0.06% 234
2023
Q2 		$1.77M Buy
20,735
+1,318
+7% +$113K 0.06% 242
2023
Q1 		$1.7M Buy
19,417
+2,439
+14% +$228K 0.06% 220
2022
Q4 		$1.44M Buy
16,978
+20
+0.1% +$1.71K 0.05% 238
2022
Q3 		$1.34M Sell
16,958
-3,480
-17% -$293K 0.06% 208
2022
Q2 		$1.55M Buy
20,438
+17,759
+663% +$1.45M 0.05% 194
2022
Q1 		$234K Buy
+2,679
New +$258K 0.01% 339

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

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

Merit Financial Group increased its Morgan Stanley (MS) stake by 6.2% in Q2 2026, buying an estimated $1.23M and bringing the position to 106,437 shares worth $22.2M. The position accounts for 0.14% of the portfolio, ranked #131.

Merit Financial Group first reported a position in MS in Q1 2022 and has held it in 18 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Merit Financial Group held 106,437 shares of Morgan Stanley worth $22.2M as of Q2 2026.
  • Merit Financial Group bought 6,200 Morgan Stanley shares in Q2 2026, an estimated $1.23M.
  • Morgan Stanley made up 0.14% of Merit Financial Group's portfolio in Q2 2026, its #131 holding.
  • Merit Financial Group first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.