Morton Brown Family Wealth’s Morgan Stanley MS Stock Holding History

Morton Brown Family Wealth’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	$23.2K	Buy	111 +13	+13%	+$2.57K	0.01%	155
2026 Q1	$16.1K	Hold	98	–	–	﹤0.01%	166
2025 Q4	$17.4K	Hold	98	–	–	﹤0.01%	161
2025 Q3	$15.6K	Sell	98 -37	-27%	-$5.46K	﹤0.01%	152
2025 Q2	$19K	Sell	135 -20	-13%	-$2.46K	0.01%	146
2025 Q1	$18.1K	Buy	155 +37	+31%	+$4.77K	0.01%	151
2024 Q4	$14.8K	Hold	118	–	–	0.01%	153
2024 Q3	$12.3K	Hold	118	–	–	﹤0.01%	156
2024 Q2	$12.4K	Buy	118 +20	+20%	+$1.9K	﹤0.01%	145
2024 Q1	$9.23K	Hold	98	–	–	﹤0.01%	157
2023 Q4	$9.14K	Hold	98	–	–	﹤0.01%	186
2023 Q3	$8K	Hold	98	–	–	﹤0.01%	135
2023 Q2	$8.37K	Hold	98	–	–	﹤0.01%	126
2023 Q1	$8.6K	Hold	98	–	–	0.01%	139
2022 Q4	$8.33K	Hold	98	–	–	0.01%	118
2022 Q3	$8K	Hold	98	–	–	0.01%	123
2022 Q2	$7K	Buy	+98	New	+$8.03K	0.01%	125
2022 Q1	–	Sell	-31	Closed	-$3K	–	184
2021 Q4	$3K	Buy	+31	New	+$3.09K	﹤0.01%	148

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

Morton Brown Family Wealth's MS Position: Q2 2026 in Review

Morton Brown Family Wealth increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $2.57K and bringing the position to 111 shares worth $23.2K. The position accounts for 0.01% of the portfolio, ranked #155.

Morton Brown Family Wealth first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 867 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Morton Brown Family Wealth held 111 shares of Morgan Stanley worth $23.2K as of Q2 2026.
Morton Brown Family Wealth bought 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
Morgan Stanley made up 0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #155 holding.
Morton Brown Family Wealth first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
867 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.