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Omnia Family Wealth’s Morgan Stanley MS Stock Holding History

Omnia 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 		$655K Buy
3,132
+15
+0.5% +$2.97K 0.18% 38
2026
Q1 		$513K Sell
3,117
-675
-18% -$117K 0.16% 42
2025
Q4 		$673K Buy
3,792
+28
+0.7% +$4.67K 0.2% 39
2025
Q3 		$598K Sell
3,764
-13
-0.3% -$1.92K 0.19% 43
2025
Q2 		$532K Buy
3,777
+154
+4% +$18.9K 0.19% 43
2025
Q1 		$423K Buy
3,623
+483
+15% +$62.2K 0.18% 46
2024
Q4 		$395K Buy
3,140
+77
+3% +$9.48K 0.16% 48
2024
Q3 		$319K Buy
3,063
+97
+3% +$9.77K 0.14% 57
2024
Q2 		$288K Buy
2,966
+91
+3% +$8.66K 0.12% 59
2024
Q1 		$271K Sell
2,875
-19
-0.7% -$1.67K 0.13% 61
2023
Q4 		$270K Hold
2,894
– – 0.14% 55
2023
Q3 		$236K Sell
2,894
-1,900
-40% -$165K 0.15% 56
2023
Q2 		$409K Hold
4,794
– – 0.28% 42
2023
Q1 		$421K Hold
4,794
– – 0.32% 39
2022
Q4 		$408K Hold
4,794
– – 0.33% 41
2022
Q3 		$379K Hold
4,794
– – 0.31% 38
2022
Q2 		$365K Hold
4,794
– – 0.27% 46
2022
Q1 		$419K Hold
4,794
– – 0.28% 45
2021
Q4 		$471K Hold
4,794
– – 0.29% 44
2021
Q3 		$467K Buy
4,794
+1,900
+66% +$188K 0.32% 40
2021
Q2 		$265K Hold
2,894
– – 0.17% 56
2021
Q1 		$225K Sell
2,894
-68
-2% -$5.21K 0.17% 63
2020
Q4 		$203K Buy
+2,962
New +$170K 0.19% 70
2019
Q2 		– Sell
-2,424
Closed -$102K – 364
2019
Q1 		$102K Hold
2,424
– – 0.05% 125
2018
Q4 		$96K Buy
2,424
+87
+4% +$3.8K 0.05% 122
2018
Q3 		$109K Sell
2,337
-134
-5% -$6.54K 0.05% 117
2018
Q2 		$117K Hold
2,471
– – 0.05% 110
2018
Q1 		$133K Sell
2,471
-101
-4% -$5.59K 0.06% 108
2017
Q4 		$135K Buy
2,572
+143
+6% +$7.23K 0.06% 107
2017
Q3 		$117K Hold
2,429
– – 0.06% 113
2017
Q2 		$108K Buy
2,429
+134
+6% +$5.78K 0.05% 113
2017
Q1 		$98K Hold
2,295
– – 0.05% 119
2016
Q4 		$97K Buy
+2,295
New +$86.8K 0.05% 119

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Omnia Family Wealth's MS Position: Q2 2026 in Review

Omnia Family Wealth increased its Morgan Stanley (MS) stake by 0.48% in Q2 2026, buying an estimated $2.97K and bringing the position to 3,132 shares worth $655K. The position accounts for 0.18% of the portfolio, ranked #38.

Omnia Family Wealth first reported a position in MS in Q4 2016 and has held it in 33 quarters since. The position peaked at $673K in Q4 2025. 953 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Omnia Family Wealth held 3,132 shares of Morgan Stanley worth $655K as of Q2 2026.
  • Omnia Family Wealth bought 15 Morgan Stanley shares in Q2 2026, an estimated $2.97K.
  • Morgan Stanley made up 0.18% of Omnia Family Wealth's portfolio in Q2 2026, its #38 holding.
  • Omnia Family Wealth first reported a position in Morgan Stanley in Q4 2016 and has held it in 33 quarters since.
  • Omnia Family Wealth's Morgan Stanley position peaked at $673K in Q4 2025.
  • 953 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.