PFS
MS icon

Prospera Financial Services’s Morgan Stanley MS Stock Holding History

Prospera Financial Services’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 		$3.79M Sell
18,136
-4,743
-21% -$939K 0.06% 352
2026
Q1 		$3.77M Buy
22,879
+7,120
+45% +$1.23M 0.06% 332
2025
Q4 		$2.8M Buy
15,759
+1,193
+8% +$199K 0.05% 397
2025
Q3 		$2.32M Sell
14,566
-10,521
-42% -$1.55M 0.04% 441
2025
Q2 		$3.53M Buy
25,087
+10,214
+69% +$1.25M 0.07% 308
2025
Q1 		$1.74M Buy
14,873
+3,640
+32% +$469K 0.04% 419
2024
Q4 		$1.41M Sell
11,233
-9,705
-46% -$1.2M 0.03% 450
2024
Q3 		$2.18M Buy
20,938
+183
+0.9% +$18.4K 0.06% 320
2024
Q2 		$2.02M Buy
20,755
+119
+0.6% +$11.3K 0.06% 335
2024
Q1 		$1.94M Buy
20,636
+259
+1% +$22.8K 0.06% 333
2023
Q4 		$1.9M Sell
20,377
-160
-0.8% -$12.8K 0.06% 319
2023
Q3 		$1.68M Buy
20,537
+2,474
+14% +$215K 0.06% 299
2023
Q2 		$1.54M Buy
18,063
+866
+5% +$74.1K 0.06% 312
2023
Q1 		$1.51M Sell
17,197
-68,269
-80% -$6.37M 0.06% 313
2022
Q4 		$7.27M Buy
85,466
+157
+0.2% +$13.4K 0.36% 66
2022
Q3 		$6.74M Buy
85,309
+326
+0.4% +$27.5K 0.35% 55
2022
Q2 		$6.46M Sell
84,983
-394
-0.5% -$32.3K 0.33% 59
2022
Q1 		$7.46M Sell
85,377
-4,263
-5% -$411K 0.31% 56
2021
Q4 		$8.8M Buy
89,640
+1,553
+2% +$155K 0.38% 44
2021
Q3 		$8.57M Sell
88,087
-10,328
-10% -$1.02M 0.43% 32
2021
Q2 		$9.02M Buy
98,415
+88,842
+928% +$7.62M 0.45% 31
2021
Q1 		$742K Buy
+9,573
New +$734K 0.04% 399
2020
Q4 		– Sell
-1,948
Closed -$94K – 1225
2020
Q3 		$94K Buy
+1,948
New +$98.1K 0.04% 422

Other funds holding MS

Robeco Institutional Asset Management
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Prospera Financial Services's MS Position: Q2 2026 in Review

Prospera Financial Services reduced its Morgan Stanley (MS) stake by 21% in Q2 2026, selling an estimated $939K and leaving 18,136 shares worth $3.79M. The position accounts for 0.06% of the portfolio, ranked #352.

Prospera Financial Services first reported a position in MS in Q3 2020 and has held it in 23 quarters since. The position peaked at $9.02M in Q2 2021. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prospera Financial Services held 18,136 shares of Morgan Stanley worth $3.79M as of Q2 2026.
  • Prospera Financial Services sold 4,743 Morgan Stanley shares in Q2 2026, an estimated $939K.
  • Morgan Stanley made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #352 holding.
  • Prospera Financial Services first reported a position in Morgan Stanley in Q3 2020 and has held it in 23 quarters since.
  • Prospera Financial Services's Morgan Stanley position peaked at $9.02M in Q2 2021.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.