Proathlete Wealth Management’s Morgan Stanley MS Stock Holding History

Proathlete Wealth 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	$699K	Buy	3,343 +10	+0.3%	+$1.98K	0.17%	39
2026 Q1	$549K	Buy	3,333 +13	+0.4%	+$2.25K	0.15%	42
2025 Q4	$590K	Buy	3,320 +37	+1%	+$6.17K	0.16%	39
2025 Q3	$522K	Buy	3,283 +14	+0.4%	+$2.07K	0.15%	42
2025 Q2	$461K	Buy	3,269 +14	+0.4%	+$1.72K	0.15%	44
2025 Q1	$380K	Buy	3,255 +12	+0.4%	+$1.55K	0.14%	48
2024 Q4	$408K	Buy	3,243 +13	+0.4%	+$1.6K	0.15%	46
2024 Q3	$337K	Sell	3,230 -38	-1%	-$3.83K	0.14%	49
2024 Q2	$318K	Buy	3,268 +268	+9%	+$25.5K	0.15%	49
2024 Q1	$282K	Buy	3,000 +19	+0.6%	+$1.67K	0.15%	49
2023 Q4	$278K	Buy	+2,981	New	+$238K	0.16%	46

Other funds holding MS

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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Proathlete Wealth Management's MS Position: Q2 2026 in Review

Proathlete Wealth Management increased its Morgan Stanley (MS) stake by 0.3% in Q2 2026, buying an estimated $1.98K and bringing the position to 3,343 shares worth $699K. The position accounts for 0.17% of the portfolio, ranked #39.

Proathlete Wealth Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Proathlete Wealth Management held 3,343 shares of Morgan Stanley worth $699K as of Q2 2026.
Proathlete Wealth Management bought 10 Morgan Stanley shares in Q2 2026, an estimated $1.98K.
Morgan Stanley made up 0.17% of Proathlete Wealth Management's portfolio in Q2 2026, its #39 holding.
Proathlete Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.