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Roxbury Financial’s Morgan Stanley MS Stock Holding History

Roxbury Financial’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 		$79.1K Buy
378
+1
+0.3% +$198 0.06% 165
2026
Q1 		$62.1K Buy
377
+2
+0.5% +$346 0.06% 170
2025
Q4 		$66.6K Buy
375
+2
+0.5% +$334 0.06% 161
2025
Q3 		$59.3K Buy
373
+3
+0.8% +$443 0.05% 164
2025
Q2 		$52.2K Buy
370
+2
+0.5% +$246 0.05% 165
2025
Q1 		$48.9K Buy
368
+3
+0.8% +$387 0.05% 169
2024
Q4 		$48.1K Buy
+365
New +$45K 0.05% 164

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
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

Roxbury Financial's MS Position: Q2 2026 in Review

Roxbury Financial increased its Morgan Stanley (MS) stake by 0.27% in Q2 2026, buying an estimated $198 and bringing the position to 378 shares worth $79.1K. The position accounts for 0.06% of the portfolio, ranked #165.

Roxbury Financial first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Roxbury Financial held 378 shares of Morgan Stanley worth $79.1K as of Q2 2026.
  • Roxbury Financial bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.06% of Roxbury Financial's portfolio in Q2 2026, its #165 holding.
  • Roxbury Financial first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.