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Resonant Capital Advisors’s Morgan Stanley MS Stock Holding History

Resonant 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 		$1.85M Sell
8,847
-155
-2% -$30.7K 0.09% 141
2026
Q1 		$1.48M Buy
9,002
+923
+11% +$160K 0.08% 148
2025
Q4 		$1.43M Buy
8,079
+135
+2% +$22.5K 0.08% 142
2025
Q3 		$1.26M Buy
7,944
+191
+2% +$28.2K 0.07% 150
2025
Q2 		$1.09M Buy
7,753
+1,481
+24% +$182K 0.07% 153
2025
Q1 		$732K Buy
6,272
+110
+2% +$14.2K 0.05% 169
2024
Q4 		$775K Buy
6,162
+216
+4% +$26.6K 0.06% 168
2024
Q3 		$620K Buy
5,946
+178
+3% +$17.9K 0.05% 192
2024
Q2 		$561K Buy
5,768
+871
+18% +$82.9K 0.05% 191
2024
Q1 		$461K Buy
4,897
+2,346
+92% +$207K 0.04% 204
2023
Q4 		$238K Sell
2,551
-242
-9% -$19.4K 0.02% 266
2023
Q3 		$228K Sell
2,793
-69
-2% -$5.99K 0.02% 247
2023
Q2 		$244K Buy
2,862
+192
+7% +$16.4K 0.03% 234
2023
Q1 		$234K Sell
2,670
-918
-26% -$85.7K 0.03% 226
2022
Q4 		$305K Buy
+3,588
New +$306K 0.04% 210
2022
Q2 		– Sell
-2,463
Closed -$214K – 254
2022
Q1 		$214K Buy
+2,463
New +$238K 0.03% 213

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Resonant Capital Advisors reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $30.7K and leaving 8,847 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #141.

Resonant Capital Advisors first reported a position in MS in Q1 2022 and has held it in 16 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Resonant Capital Advisors held 8,847 shares of Morgan Stanley worth $1.85M as of Q2 2026.
  • Resonant Capital Advisors sold 155 Morgan Stanley shares in Q2 2026, an estimated $30.7K.
  • Morgan Stanley made up 0.09% of Resonant Capital Advisors's portfolio in Q2 2026, its #141 holding.
  • Resonant Capital Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 16 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.