QWM
MS icon

Quaker Wealth Management’s Morgan Stanley MS Stock Holding History

Quaker 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
2025
Q2 		– Sell
-54
Closed -$6.3K – 1388
2025
Q1 		$6.3K Buy
+54
New +$6.96K ﹤0.01% 328

Other funds holding MS

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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

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

Quaker Wealth Management increased its Morgan Stanley (MS) stake by 4.3% in Q2 2026, buying an estimated $396 and bringing the position to 48 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Quaker Wealth Management first reported a position in MS in Q2 2025 and has held it in 5 quarters since. The position peaked at $15.4K in Q4 2025. 848 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Quaker Wealth Management held 48 shares of Morgan Stanley worth $10K as of Q2 2026.
  • Quaker Wealth Management bought 2 Morgan Stanley shares in Q2 2026, an estimated $396.
  • Morgan Stanley made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #284 holding.
  • Quaker Wealth Management first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Morgan Stanley position peaked at $15.4K in Q4 2025.
  • 848 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.