QFP
MS icon

Quantum Financial Partners’s Morgan Stanley MS Stock Holding History

Quantum Financial Partners’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 		$465K Buy
+2,225
New +$441K 0.24% 82

Other funds holding MS

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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

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

Quantum Financial Partners opened a new position in Morgan Stanley (MS) in Q2 2026: 2,225 shares worth $465K. The stake represents 0.24% of the portfolio and ranks #82 among its holdings.

657 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Quantum Financial Partners held 2,225 shares of Morgan Stanley worth $465K as of Q2 2026.
  • Morgan Stanley was a new Quantum Financial Partners position in Q2 2026.
  • Morgan Stanley made up 0.24% of Quantum Financial Partners's portfolio in Q2 2026, its #82 holding.
  • 657 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.