Quantum Financial Advisors’s Morgan Stanley MS Stock Holding History

Quantum Financial 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	$700K	Sell	3,347 -9	-0.3%	-$1.78K	0.07%	100
2026 Q1	$552K	Buy	3,356 +10	+0.3%	+$1.73K	0.06%	101
2025 Q4	$594K	Buy	3,346 +4	+0.1%	+$667	0.07%	100
2025 Q3	$531K	Hold	3,342	–	–	0.06%	93
2025 Q2	$471K	Hold	3,342	–	–	0.06%	96
2025 Q1	$390K	Hold	3,342	–	–	0.06%	102
2024 Q4	$420K	Sell	3,342 -93	-3%	-$11.5K	0.06%	99
2024 Q3	$358K	Sell	3,435 -132	-4%	-$13.3K	0.06%	109
2024 Q2	$347K	Hold	3,567	–	–	0.06%	105
2024 Q1	$336K	Sell	3,567 -3	-0.1%	-$264	0.06%	105
2023 Q4	$333K	Sell	3,570 -692	-16%	-$55.4K	0.08%	75
2023 Q3	$348K	Buy	4,262 +692	+19%	+$60.1K	0.1%	69
2023 Q2	$305K	Hold	3,570	–	–	0.09%	65
2023 Q1	$313K	Hold	3,570	–	–	0.1%	61
2022 Q4	$304K	Buy	3,570 +20	+0.6%	+$1.71K	0.14%	55
2022 Q3	$281K	Buy	3,550 +5	+0.1%	+$421	0.12%	52
2022 Q2	$315K	Buy	+3,545	New	+$290K	0.12%	55

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

Quantum Financial Advisors's MS Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Morgan Stanley (MS) stake by 0.27% in Q2 2026, selling an estimated $1.78K and leaving 3,347 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #100.

Quantum Financial Advisors first reported a position in MS in Q2 2022 and has held it in 17 quarters since. 971 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Quantum Financial Advisors held 3,347 shares of Morgan Stanley worth $700K as of Q2 2026.
Quantum Financial Advisors sold 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
Morgan Stanley made up 0.07% of Quantum Financial Advisors's portfolio in Q2 2026, its #100 holding.
Quantum Financial Advisors first reported a position in Morgan Stanley in Q2 2022 and has held it in 17 quarters since.
971 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.