MinichMacGregor Wealth Management’s Morgan Stanley MS Stock Holding History

MinichMacGregor Wealth Management’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	$304K	Sell	1,455 -266	-15%	-$52.7K	0.05%	113
2026 Q1	$283K	Buy	1,721 +114	+7%	+$19.7K	0.05%	101
2025 Q4	$285K	Buy	+1,607	New	+$268K	0.05%	101
2023 Q1	–	Sell	-112	Closed	-$9.52K	–	428
2022 Q4	$9.52K	Buy	+112	New	+$9.54K	﹤0.01%	418
2018 Q4	–	Sell	-490	Closed	-$22K	–	341
2018 Q3	$22K	Hold	490	–	–	0.01%	209
2018 Q2	$23K	Hold	490	–	–	0.02%	195
2018 Q1	$26K	Buy	490 +290	+145%	+$16.1K	0.02%	181
2017 Q4	$10K	Buy	+200	New	+$10.1K	0.01%	303
2017 Q1	–	Sell	-39	Closed	-$1K	–	487
2016 Q4	$1K	Buy	39 +7	+22%	+$265	﹤0.01%	426
2016 Q3	$1K	Sell	32 -24	-43%	-$716	﹤0.01%	424
2016 Q2	$1K	Buy	56 +13	+30%	+$340	﹤0.01%	404
2016 Q1	$1K	Buy	43 +18	+72%	+$459	﹤0.01%	389
2015 Q4	$0	Buy	+25	New	+$831	﹤0.01%	393

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MinichMacGregor Wealth Management's MS Position: Q2 2026 in Review

MinichMacGregor Wealth Management reduced its Morgan Stanley (MS) stake by 15% in Q2 2026, selling an estimated $52.7K and leaving 1,455 shares worth $304K. The position accounts for 0.05% of the portfolio, ranked #113.

MinichMacGregor Wealth Management first reported a position in MS in Q4 2015 and has held it in 13 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

MinichMacGregor Wealth Management held 1,455 shares of Morgan Stanley worth $304K as of Q2 2026.
MinichMacGregor Wealth Management sold 266 Morgan Stanley shares in Q2 2026, an estimated $52.7K.
Morgan Stanley made up 0.05% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #113 holding.
MinichMacGregor Wealth Management first reported a position in Morgan Stanley in Q4 2015 and has held it in 13 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.