Princeton Global Asset Management’s Morgan Stanley MS Stock Holding History

Princeton Global Asset Management’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	$94.5K	Sell	452 -2	-0.4%	-$396	0.01%	303
2026 Q1	$74.7K	Buy	454 +7	+2%	+$1.21K	0.01%	311
2025 Q4	$79.4K	Buy	447 +268	+150%	+$44.7K	0.01%	294
2025 Q3	$28.5K	Hold	179	–	–	﹤0.01%	399
2025 Q2	$25.2K	Buy	179 +155	+646%	+$19K	﹤0.01%	403
2025 Q1	$2.8K	Hold	24	–	–	﹤0.01%	530
2024 Q4	$3.02K	Sell	24 -66	-73%	-$8.13K	﹤0.01%	576
2024 Q3	$9.38K	Buy	+90	New	+$9.06K	﹤0.01%	502
2020 Q3	–	Sell	-624	Closed	-$30K	–	500
2020 Q2	$30K	Hold	624	–	–	0.01%	299
2020 Q1	$21K	Hold	624	–	–	0.01%	300
2019 Q4	$32	Buy	+624	New	+$29.5K	0.01%	282

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Princeton Global Asset Management's MS Position: Q2 2026 in Review

Princeton Global Asset Management reduced its Morgan Stanley (MS) stake by 0.44% in Q2 2026, selling an estimated $396 and leaving 452 shares worth $94.5K. The position accounts for 0.01% of the portfolio, ranked #303.

Princeton Global Asset Management first reported a position in MS in Q4 2019 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Princeton Global Asset Management held 452 shares of Morgan Stanley worth $94.5K as of Q2 2026.
Princeton Global Asset Management sold 2 Morgan Stanley shares in Q2 2026, an estimated $396.
Morgan Stanley made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #303 holding.
Princeton Global Asset Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 11 quarters since.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.