PWG
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Portside Wealth Group’s Morgan Stanley MS Stock Holding History

Portside Wealth 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 		$2.19M Buy
10,479
+26
+0.2% +$5.15K 0.26% 89
2026
Q1 		$1.72M Buy
10,453
+243
+2% +$42.1K 0.23% 108
2025
Q4 		$1.81M Buy
10,210
+683
+7% +$114K 0.24% 95
2025
Q3 		$1.51M Buy
9,527
+154
+2% +$22.7K 0.21% 109
2025
Q2 		$1.32M Buy
9,373
+218
+2% +$26.8K 0.2% 115
2025
Q1 		$1.07M Buy
9,155
+600
+7% +$77.3K 0.17% 132
2024
Q4 		$1.08M Buy
8,555
+513
+6% +$63.2K 0.18% 124
2024
Q3 		$838K Buy
8,042
+1,030
+15% +$104K 0.14% 161
2024
Q2 		$681K Sell
7,012
-556
-7% -$52.9K 0.13% 164
2024
Q1 		$713K Sell
7,568
-105
-1% -$9.25K 0.13% 166
2023
Q4 		$716K Sell
7,673
-1,082
-12% -$86.6K 0.13% 169
2023
Q3 		$715K Buy
8,755
+13
+0.1% +$1.13K 0.13% 155
2023
Q2 		$747K Buy
+8,742
New +$748K 0.14% 151

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

Portside Wealth Group's MS Position: Q2 2026 in Review

Portside Wealth Group increased its Morgan Stanley (MS) stake by 0.25% in Q2 2026, buying an estimated $5.15K and bringing the position to 10,479 shares worth $2.19M. The position accounts for 0.26% of the portfolio, ranked #89.

Portside Wealth Group first reported a position in MS in Q2 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Portside Wealth Group held 10,479 shares of Morgan Stanley worth $2.19M as of Q2 2026.
  • Portside Wealth Group bought 26 Morgan Stanley shares in Q2 2026, an estimated $5.15K.
  • Morgan Stanley made up 0.26% of Portside Wealth Group's portfolio in Q2 2026, its #89 holding.
  • Portside Wealth Group first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.