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PFG Advisors’s Morgan Stanley MS Stock Holding History

PFG Advisors’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 		$325K Sell
1,553
-1,167
-43% -$231K 0.02% 643
2026
Q1 		$448K Sell
2,720
-304
-10% -$52.6K 0.02% 567
2025
Q4 		$537K Sell
3,024
-1,097
-27% -$183K 0.03% 516
2025
Q3 		$655K Buy
4,121
+368
+10% +$54.3K 0.03% 488
2025
Q2 		$529K Buy
3,753
+665
+22% +$81.7K 0.02% 414
2025
Q1 		$360K Buy
3,088
+582
+23% +$75K 0.02% 553
2024
Q4 		$315K Sell
2,506
-156
-6% -$19.2K 0.02% 573
2024
Q3 		$278K Sell
2,662
-351
-12% -$35.3K 0.02% 610
2024
Q2 		$293K Buy
3,013
+52
+2% +$4.95K 0.02% 565
2024
Q1 		$279K Buy
2,961
+601
+25% +$52.9K 0.02% 542
2023
Q4 		$220K Sell
2,360
-236
-9% -$18.9K 0.02% 573
2023
Q3 		$212K Buy
2,596
+196
+8% +$17K 0.02% 562
2023
Q2 		$205K Buy
2,400
+12
+0.5% +$1.03K 0.02% 639
2023
Q1 		$210K Sell
2,388
-424
-15% -$39.6K 0.02% 599
2022
Q4 		$239K Buy
+2,812
New +$240K 0.02% 492

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

PFG Advisors's MS Position: Q2 2026 in Review

PFG Advisors reduced its Morgan Stanley (MS) stake by 43% in Q2 2026, selling an estimated $231K and leaving 1,553 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #643.

PFG Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $655K in Q3 2025. 950 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PFG Advisors held 1,553 shares of Morgan Stanley worth $325K as of Q2 2026.
  • PFG Advisors sold 1,167 Morgan Stanley shares in Q2 2026, an estimated $231K.
  • Morgan Stanley made up 0.02% of PFG Advisors's portfolio in Q2 2026, its #643 holding.
  • PFG Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • PFG Advisors's Morgan Stanley position peaked at $655K in Q3 2025.
  • 950 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.