PWMG
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Pinnacle Wealth Management Group’s Morgan Stanley MS Stock Holding History

Pinnacle Wealth Management 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 		$6.07M Sell
29,059
-1,134
-4% -$225K 2.83% 12
2026
Q1 		$4.97M Sell
30,193
-808
-3% -$140K 2.44% 15
2025
Q4 		$5.5M Sell
31,001
-683
-2% -$114K 2.75% 13
2025
Q3 		$5.04M Sell
31,684
-243
-0.8% -$35.9K 2.58% 14
2025
Q2 		$4.5M Sell
31,927
-167
-0.5% -$20.5K 2.58% 12
2025
Q1 		$3.74M Sell
32,094
-318
-1% -$41K 2.61% 15
2024
Q4 		$4.07M Buy
32,412
+122
+0.4% +$15K 2.54% 15
2024
Q3 		$3.37M Sell
32,290
-266
-0.8% -$26.8K 2.12% 16
2024
Q2 		$3.16M Sell
32,556
-121
-0.4% -$11.5K 2.14% 17
2024
Q1 		$3.08M Buy
32,677
+159
+0.5% +$14K 2.29% 14
2023
Q4 		$3.03M Sell
32,518
-1,400
-4% -$112K 2.49% 10
2023
Q3 		$2.77M Buy
33,918
+310
+0.9% +$26.9K 2.52% 10
2023
Q2 		$2.87M Sell
33,608
-400
-1% -$34.2K 2.51% 10
2023
Q1 		$2.99M Buy
34,008
+950
+3% +$88.7K 2.59% 8
2022
Q4 		$2.81M Sell
33,058
-150
-0.5% -$12.8K 2.49% 9
2022
Q3 		$2.62M Buy
33,208
+300
+0.9% +$25.3K 2.31% 9
2022
Q2 		$2.5M Sell
32,908
-300
-0.9% -$24.6K 2.09% 10
2022
Q1 		$2.9M Buy
33,208
+765
+2% +$73.8K 2.18% 10
2021
Q4 		$3.19M Buy
32,443
+450
+1% +$44.8K 2.36% 10
2021
Q3 		$3.11M Sell
31,993
-1,250
-4% -$124K 2.34% 10
2021
Q2 		$3.05M Buy
+33,243
New +$2.85M 2.22% 12

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Pinnacle Wealth Management Group's MS Position: Q2 2026 in Review

Pinnacle Wealth Management Group reduced its Morgan Stanley (MS) stake by 3.8% in Q2 2026, selling an estimated $225K and leaving 29,059 shares worth $6.07M. The position accounts for 2.83% of the portfolio, ranked #12.

Pinnacle Wealth Management Group first reported a position in MS in Q2 2021 and has held it in 21 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Pinnacle Wealth Management Group held 29,059 shares of Morgan Stanley worth $6.07M as of Q2 2026.
  • Pinnacle Wealth Management Group sold 1,134 Morgan Stanley shares in Q2 2026, an estimated $225K.
  • Morgan Stanley made up 2.83% of Pinnacle Wealth Management Group's portfolio in Q2 2026, its #12 holding.
  • Pinnacle Wealth Management Group first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.