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Planned Solutions’s Morgan Stanley MS Stock Holding History

Planned Solutions’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 		$274K Buy
1,310
+53
+4% +$10.5K 0.08% 118
2026
Q1 		$207K Hold
1,257
– – 0.07% 133
2025
Q4 		$223K Buy
+1,257
New +$210K 0.07% 129
2024
Q4 		– Sell
-1,295
Closed -$135K – 432
2024
Q3 		$135K Buy
+1,295
New +$130K 0.05% 160
2024
Q2 		– Sell
-2,530
Closed -$238K – 107
2024
Q1 		$238K Hold
2,530
– – 0.12% 78
2023
Q4 		$236K Hold
2,530
– – 0.11% 72
2023
Q3 		$207K Sell
2,530
-242
-9% -$21K 0.12% 74
2023
Q2 		$237K Hold
2,772
– – 0.14% 66
2023
Q1 		$243K Buy
2,772
+40
+1% +$3.73K 0.15% 65
2022
Q4 		$232K Hold
2,732
– – 0.17% 62
2022
Q3 		$216K Hold
2,732
– – 0.18% 61
2022
Q2 		$208K Sell
2,732
-25
-0.9% -$2.05K 0.19% 60
2022
Q1 		$241K Sell
2,757
-50
-2% -$4.82K 0.17% 64
2021
Q4 		$276K Buy
+2,807
New +$280K 0.18% 62
2021
Q2 		$253K Hold
2,757
– – 0.18% 60
2021
Q1 		$214K Buy
2,757
+1,345
+95% +$103K 0.17% 57
2020
Q4 		$97K Buy
1,412
+60
+4% +$3.44K 0.08% 103
2020
Q3 		$65K Buy
+1,352
New +$68.1K 0.06% 117

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
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Planned Solutions's MS Position: Q2 2026 in Review

Planned Solutions increased its Morgan Stanley (MS) stake by 4.2% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,310 shares worth $274K. The position accounts for 0.08% of the portfolio, ranked #118.

Planned Solutions first reported a position in MS in Q3 2020 and has held it in 18 quarters since. The position peaked at $276K in Q4 2021. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Planned Solutions held 1,310 shares of Morgan Stanley worth $274K as of Q2 2026.
  • Planned Solutions bought 53 Morgan Stanley shares in Q2 2026, an estimated $10.5K.
  • Morgan Stanley made up 0.08% of Planned Solutions's portfolio in Q2 2026, its #118 holding.
  • Planned Solutions first reported a position in Morgan Stanley in Q3 2020 and has held it in 18 quarters since.
  • Planned Solutions's Morgan Stanley position peaked at $276K in Q4 2021.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.