Mirador Capital Partners’s Morgan Stanley MS Stock Holding History

Mirador Capital Partners’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	$444K	Sell	2,122 -76	-3%	-$15.1K	0.05%	164
2026 Q1	$362K	Hold	2,198	–	–	0.05%	163
2025 Q4	$390K	Buy	2,198 +228	+12%	+$38K	0.05%	159
2025 Q3	$313K	Hold	1,970	–	–	0.04%	174
2025 Q2	$277K	Hold	1,970	–	–	0.05%	174
2025 Q1	$230K	Buy	1,970 +53	+3%	+$6.83K	0.04%	176
2024 Q4	$241K	Buy	+1,917	New	+$236K	0.04%	173
2024 Q2	–	Sell	-15,345	Closed	-$1.44M	–	202
2024 Q1	$1.44M	Buy	15,345 +1,643	+12%	+$145K	0.28%	64
2023 Q4	$1.28M	Buy	13,702 +544	+4%	+$43.5K	0.27%	66
2023 Q3	$1.07M	Buy	+13,158	New	+$1.14M	0.24%	73

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

Mirador Capital Partners's MS Position: Q2 2026 in Review

Mirador Capital Partners reduced its Morgan Stanley (MS) stake by 3.5% in Q2 2026, selling an estimated $15.1K and leaving 2,122 shares worth $444K. The position accounts for 0.05% of the portfolio, ranked #164.

Mirador Capital Partners first reported a position in MS in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.44M in Q1 2024. 950 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Mirador Capital Partners held 2,122 shares of Morgan Stanley worth $444K as of Q2 2026.
Mirador Capital Partners sold 76 Morgan Stanley shares in Q2 2026, an estimated $15.1K.
Morgan Stanley made up 0.05% of Mirador Capital Partners's portfolio in Q2 2026, its #164 holding.
Mirador Capital Partners first reported a position in Morgan Stanley in Q3 2023 and has held it in 10 quarters since.
Mirador Capital Partners's Morgan Stanley position peaked at $1.44M in Q1 2024.
950 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.