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PFG Investments’s Morgan Stanley MS Stock Holding History

PFG Investments’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 		$3.9M Buy
18,636
+474
+3% +$93.9K 0.15% 127
2026
Q1 		$2.99M Buy
18,162
+382
+2% +$66.1K 0.14% 135
2025
Q4 		$3.16M Buy
17,780
+164
+0.9% +$27.4K 0.15% 123
2025
Q3 		$2.8M Sell
17,616
-493
-3% -$72.8K 0.15% 129
2025
Q2 		$2.55M Sell
18,109
-1,236
-6% -$152K 0.15% 127
2025
Q1 		$2.26M Sell
19,345
-2,312
-11% -$298K 0.14% 135
2024
Q4 		$2.72M Sell
21,657
-701
-3% -$86.3K 0.17% 104
2024
Q3 		$2.33M Sell
22,358
-14
-0.1% -$1.41K 0.15% 132
2024
Q2 		$2.17M Buy
22,372
+245
+1% +$23.3K 0.16% 131
2024
Q1 		$2.08M Buy
22,127
+5,065
+30% +$446K 0.13% 182
2023
Q4 		$1.59M Buy
17,062
+4,139
+32% +$331K 0.3% 73
2023
Q3 		$1.06M Sell
12,923
-566
-4% -$49.1K 0.2% 110
2023
Q2 		$1.15M Buy
13,489
+1,792
+15% +$153K 0.2% 107
2023
Q1 		$1.03M Buy
+11,697
New +$1.09M 0.21% 105

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 Investments's MS Position: Q2 2026 in Review

PFG Investments increased its Morgan Stanley (MS) stake by 2.6% in Q2 2026, buying an estimated $93.9K and bringing the position to 18,636 shares worth $3.9M. The position accounts for 0.15% of the portfolio, ranked #127.

PFG Investments first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • PFG Investments held 18,636 shares of Morgan Stanley worth $3.9M as of Q2 2026.
  • PFG Investments bought 474 Morgan Stanley shares in Q2 2026, an estimated $93.9K.
  • Morgan Stanley made up 0.15% of PFG Investments's portfolio in Q2 2026, its #127 holding.
  • PFG Investments first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.