Moisand Fitzgerald Tamayo’s Morgan Stanley MS Stock Holding History

Moisand Fitzgerald Tamayo’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	$103K	Buy	491 +114	+30%	+$22.6K	0.01%	160
2026 Q1	$62K	Hold	377	–	–	0.01%	182
2025 Q4	$66.9K	Hold	377	–	–	0.01%	174
2025 Q3	$59.9K	Hold	377	–	–	0.01%	181
2025 Q2	$53.1K	Hold	377	–	–	0.01%	191
2025 Q1	$44K	Hold	377	–	–	0.01%	204
2024 Q4	$47.4K	Buy	377 +8	+2%	+$985	0.01%	194
2024 Q3	$38.5K	Sell	369 -50	-12%	-$5.04K	0.01%	218
2024 Q2	$40.7K	Hold	419	–	–	0.01%	195
2024 Q1	$39.5K	Sell	419 -50	-11%	-$4.4K	0.01%	198
2023 Q4	$43.7K	Hold	469	–	–	0.01%	187
2023 Q3	$38.3K	Sell	469 -15	-3%	-$1.3K	0.01%	203
2023 Q2	$41.3K	Hold	484	–	–	0.01%	191
2023 Q1	$42.5K	Hold	484	–	–	0.01%	196
2022 Q4	$41.1K	Buy	484 +169	+54%	+$14.4K	0.01%	188
2022 Q3	$25K	Buy	315 +160	+103%	+$13.5K	0.01%	209
2022 Q2	$12K	Buy	+155	New	+$12.7K	﹤0.01%	263
2022 Q1	–	Sell	-155	Closed	-$15K	–	596
2021 Q4	$15K	Hold	155	–	–	﹤0.01%	230
2021 Q3	$15K	Hold	155	–	–	0.01%	222
2021 Q2	$14K	Buy	155 +40	+35%	+$3.43K	0.01%	233
2021 Q1	$9K	Buy	115 +15	+15%	+$1.15K	﹤0.01%	221
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	241
2020 Q3	$5K	Sell	100 -83	-45%	-$4.18K	﹤0.01%	244
2020 Q2	$9K	Buy	183 +83	+83%	+$3.49K	0.01%	188
2020 Q1	$3K	Buy	+100	New	+$4.71K	﹤0.01%	219
2019 Q3	–	Sell	-78	Closed	-$3K	–	285
2019 Q2	$3K	Hold	78	–	–	﹤0.01%	240
2019 Q1	$3K	Hold	78	–	–	﹤0.01%	243
2018 Q4	$3K	Hold	78	–	–	﹤0.01%	239
2018 Q3	$4K	Hold	78	–	–	﹤0.01%	252
2018 Q2	$4K	Hold	78	–	–	﹤0.01%	234
2018 Q1	$4K	Hold	78	–	–	﹤0.01%	264
2017 Q4	$4K	Hold	78	–	–	﹤0.01%	226
2017 Q3	$4K	Buy	+78	New	+$3.62K	﹤0.01%	244

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MS Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo increased its Morgan Stanley (MS) stake by 30% in Q2 2026, buying an estimated $22.6K and bringing the position to 491 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #160.

Moisand Fitzgerald Tamayo first reported a position in MS in Q3 2017 and has held it in 33 quarters since. 607 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Moisand Fitzgerald Tamayo held 491 shares of Morgan Stanley worth $103K as of Q2 2026.
Moisand Fitzgerald Tamayo bought 114 Morgan Stanley shares in Q2 2026, an estimated $22.6K.
Morgan Stanley made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #160 holding.
Moisand Fitzgerald Tamayo first reported a position in Morgan Stanley in Q3 2017 and has held it in 33 quarters since.
607 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.