Register Financial Advisors’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Buy	4,934 +1	+0%	+$198	0.32%	86
2026 Q1	$812K	Sell	4,933 -43	-0.9%	-$7.44K	0.3%	87
2025 Q4	$883K	Buy	4,976 +82	+2%	+$13.7K	0.34%	82
2025 Q3	$778K	Sell	4,894 -38	-0.8%	-$5.61K	0.31%	84
2025 Q2	$695K	Buy	4,932 +86	+2%	+$10.6K	0.3%	87
2025 Q1	$565K	Buy	4,846 +2	+0%	+$258	0.29%	85
2024 Q4	$609K	Sell	4,844 -98	-2%	-$12.1K	0.31%	83
2024 Q3	$515K	Buy	4,942 +3	+0.1%	+$302	0.26%	95
2024 Q2	$480K	Buy	4,939 +3	+0.1%	+$286	0.24%	101
2024 Q1	$465K	Buy	4,936 +918	+23%	+$80.8K	0.24%	100
2023 Q4	$375K	Buy	4,018 +2,804	+231%	+$224K	0.25%	98
2023 Q3	$99.2K	Buy	1,214 +25	+2%	+$2.17K	0.07%	193
2023 Q2	$102K	Buy	1,189 +650	+121%	+$55.6K	0.07%	199
2023 Q1	$47.3K	Sell	539 -755	-58%	-$70.5K	0.04%	256
2022 Q4	$110K	Buy	+1,294	New	+$110K	0.07%	228

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Register Financial Advisors increased its Morgan Stanley (MS) stake by 0.02% in Q2 2026, buying an estimated $198 and bringing the position to 4,934 shares worth $1.03M. The position accounts for 0.32% of the portfolio, ranked #86.

Register Financial Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Register Financial Advisors held 4,934 shares of Morgan Stanley worth $1.03M as of Q2 2026.
Register Financial Advisors bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
Morgan Stanley made up 0.32% of Register Financial Advisors's portfolio in Q2 2026, its #86 holding.
Register Financial Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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