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Plancorp LLC’s Morgan Stanley MS Stock Holding History

Plancorp LLC’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 		$659K Buy
2,982
+105
+4% +$20.8K 0.02% 216
2026
Q1 		$511K Sell
2,877
-4
-0.1% -$693 0.01% 223
2025
Q4 		$511K Buy
2,881
+23
+0.8% +$3.84K 0.02% 215
2025
Q3 		$454K Buy
2,858
+56
+2% +$8.27K 0.01% 236
2025
Q2 		$395K Buy
2,802
+40
+1% +$4.91K 0.01% 256
2025
Q1 		$322K Buy
2,762
+205
+8% +$26.4K 0.01% 271
2024
Q4 		$321K Buy
2,557
+143
+6% +$17.6K 0.01% 241
2024
Q3 		$252K Buy
2,414
+35
+1% +$3.52K 0.01% 272
2024
Q2 		$231K Buy
2,379
+29
+1% +$2.76K 0.01% 272
2024
Q1 		$221K Buy
2,350
+103
+5% +$9.07K 0.01% 271
2023
Q4 		$210K Buy
+2,247
New +$180K 0.01% 264
2020
Q4 		– Sell
-5,938
Closed -$287K – 206
2020
Q3 		$287K Buy
5,938
+36
+0.6% +$1.81K 0.09% 140
2020
Q2 		$285K Buy
+5,902
New +$248K 0.09% 140

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 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

Plancorp LLC's MS Position: Q2 2026 in Review

Plancorp LLC increased its Morgan Stanley (MS) stake by 3.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 2,982 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #216.

Plancorp LLC first reported a position in MS in Q2 2020 and has held it in 13 quarters since. 1,106 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Plancorp LLC held 2,982 shares of Morgan Stanley worth $659K as of Q2 2026.
  • Plancorp LLC bought 105 Morgan Stanley shares in Q2 2026, an estimated $20.8K.
  • Morgan Stanley made up 0.02% of Plancorp LLC's portfolio in Q2 2026, its #216 holding.
  • Plancorp LLC first reported a position in Morgan Stanley in Q2 2020 and has held it in 13 quarters since.
  • 1,106 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.