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Prosperity Capital Advisors’s Morgan Stanley MS Stock Holding History

Prosperity Capital Advisors’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 		$422K Sell
2,020
-1,168
-37% -$231K 0.02% 291
2026
Q1 		$525K Sell
3,188
-13
-0.4% -$2.25K 0.03% 266
2025
Q4 		$568K Sell
3,201
-4,765
-60% -$795K 0.03% 238
2025
Q3 		$1.27M Sell
7,966
-40
-0.5% -$5.91K 0.07% 168
2025
Q2 		$1.13M Sell
8,006
-1,076
-12% -$132K 0.07% 165
2025
Q1 		$1.05M Buy
9,082
+953
+12% +$123K 0.08% 150
2024
Q4 		$1.02M Buy
8,129
+50
+0.6% +$6.16K 0.08% 153
2024
Q3 		$842K Buy
8,079
+1,309
+19% +$132K 0.07% 175
2024
Q2 		$658K Sell
6,770
-2,691
-28% -$256K 0.07% 162
2024
Q1 		$891K Buy
9,461
+1,271
+16% +$112K 0.11% 149
2023
Q4 		$764K Sell
8,190
-516
-6% -$41.3K 0.08% 120
2023
Q3 		$711K Buy
8,706
+740
+9% +$64.3K 0.09% 111
2023
Q2 		$680K Buy
7,966
+4,732
+146% +$405K 0.1% 116
2023
Q1 		$284K Sell
3,234
-186
-5% -$17.4K 0.04% 166
2022
Q4 		$291K Buy
+3,420
New +$291K 0.09% 146

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
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prosperity Capital Advisors's MS Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Morgan Stanley (MS) stake by 37% in Q2 2026, selling an estimated $231K and leaving 2,020 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #291.

Prosperity Capital Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2025. 955 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Prosperity Capital Advisors held 2,020 shares of Morgan Stanley worth $422K as of Q2 2026.
  • Prosperity Capital Advisors sold 1,168 Morgan Stanley shares in Q2 2026, an estimated $231K.
  • Morgan Stanley made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #291 holding.
  • Prosperity Capital Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • Prosperity Capital Advisors's Morgan Stanley position peaked at $1.27M in Q3 2025.
  • 955 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.