PW
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Paladin Wealth’s Morgan Stanley MS Stock Holding History

Paladin 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 		$1.48M Sell
7,079
-208
-3% -$41.2K 0.86% 35
2026
Q1 		$1.2M Sell
7,287
-394
-5% -$68.2K 0.82% 37
2025
Q4 		$1.36M Sell
7,681
-712
-8% -$119K 0.93% 30
2025
Q3 		$1.33M Sell
8,393
-368
-4% -$54.3K 0.97% 27
2025
Q2 		$1.23M Sell
8,761
-73
-0.8% -$8.97K 0.96% 31
2025
Q1 		$1.03M Buy
8,834
+775
+10% +$99.9K 0.93% 38
2024
Q4 		$1.01M Sell
8,059
-379
-4% -$46.7K 0.88% 40
2024
Q3 		$880K Buy
+8,438
New +$850K 0.77% 43

Other funds holding MS

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Paladin Wealth's MS Position: Q2 2026 in Review

Paladin Wealth reduced its Morgan Stanley (MS) stake by 2.9% in Q2 2026, selling an estimated $41.2K and leaving 7,079 shares worth $1.48M. The position accounts for 0.86% of the portfolio, ranked #35.

Paladin Wealth first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 525 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Paladin Wealth held 7,079 shares of Morgan Stanley worth $1.48M as of Q2 2026.
  • Paladin Wealth sold 208 Morgan Stanley shares in Q2 2026, an estimated $41.2K.
  • Morgan Stanley made up 0.86% of Paladin Wealth's portfolio in Q2 2026, its #35 holding.
  • Paladin Wealth first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 525 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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