Northstar Advisory Group’s Morgan Stanley MS Stock Holding History

Northstar Advisory 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	$1.92M	Buy	9,171 +302	+3%	+$59.8K	0.59%	44
2026 Q1	$1.46M	Sell	8,869 -15,435	-64%	-$2.67M	0.54%	51
2025 Q4	$4.31M	Buy	24,304 +10,242	+73%	+$1.71M	1.53%	18
2025 Q3	$2.24M	Buy	14,062 +11,394	+427%	+$1.68M	0.91%	35
2025 Q2	$376K	Sell	2,668 -1,133	-30%	-$139K	0.18%	78
2025 Q1	$443K	Buy	+3,801	New	+$490K	0.29%	66

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Northstar Advisory Group's MS Position: Q2 2026 in Review

Northstar Advisory Group increased its Morgan Stanley (MS) stake by 3.4% in Q2 2026, buying an estimated $59.8K and bringing the position to 9,171 shares worth $1.92M. The position accounts for 0.59% of the portfolio, ranked #44.

Northstar Advisory Group first reported a position in MS in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.31M in Q4 2025. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Northstar Advisory Group held 9,171 shares of Morgan Stanley worth $1.92M as of Q2 2026.
Northstar Advisory Group bought 302 Morgan Stanley shares in Q2 2026, an estimated $59.8K.
Morgan Stanley made up 0.59% of Northstar Advisory Group's portfolio in Q2 2026, its #44 holding.
Northstar Advisory Group first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
Northstar Advisory Group's Morgan Stanley position peaked at $4.31M in Q4 2025.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.