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Salem Investment Counselors’s Morgan Stanley MS Stock Holding History

Salem Investment Counselors’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 		$6.54M Sell
31,273
-193
-0.6% -$38.2K 0.16% 87
2026
Q1 		$5.18M Buy
31,466
+561
+2% +$97.1K 0.15% 92
2025
Q4 		$5.49M Buy
30,905
+314
+1% +$52.4K 0.15% 88
2025
Q3 		$4.86M Buy
30,591
+307
+1% +$45.3K 0.14% 94
2025
Q2 		$4.27M Sell
30,284
-35
-0.1% -$4.3K 0.14% 97
2025
Q1 		$3.54M Buy
30,319
+1,002
+3% +$129K 0.12% 104
2024
Q4 		$3.69M Sell
29,317
-91
-0.3% -$11.2K 0.12% 106
2024
Q3 		$3.07M Sell
29,408
-134
-0.5% -$13.5K 0.09% 121
2024
Q2 		$2.87M Buy
29,542
+92
+0.3% +$8.76K 0.09% 122
2024
Q1 		$2.77M Buy
29,450
+2,234
+8% +$197K 0.09% 125
2023
Q4 		$2.54M Buy
27,216
+1,259
+5% +$101K 0.09% 118
2023
Q3 		$2.12M Buy
25,957
+2,777
+12% +$241K 0.08% 124
2023
Q2 		$1.98M Buy
23,180
+606
+3% +$51.8K 0.07% 130
2023
Q1 		$1.98M Buy
22,574
+10,432
+86% +$974K 0.08% 126
2022
Q4 		$1.03M Sell
12,142
-334
-3% -$28.5K 0.04% 175
2022
Q3 		$986K Buy
12,476
+360
+3% +$30.3K 0.04% 175
2022
Q2 		$922K Buy
12,116
+395
+3% +$32.4K 0.04% 186
2022
Q1 		$1.02M Sell
11,721
-242
-2% -$23.3K 0.04% 188
2021
Q4 		$1.17M Buy
11,963
+5,817
+95% +$579K 0.04% 172
2021
Q3 		$598K Buy
6,146
+70
+1% +$6.94K 0.03% 226
2021
Q2 		$557K Hold
6,076
– – 0.03% 228
2021
Q1 		$472K Buy
6,076
+675
+12% +$51.7K 0.03% 213
2020
Q4 		$370K Sell
5,401
-50
-0.9% -$2.87K 0.02% 229
2020
Q3 		$264K Buy
5,451
+50
+0.9% +$2.52K 0.02% 226
2020
Q2 		$261K Buy
5,401
+755
+16% +$31.7K 0.02% 222
2020
Q1 		$158K Sell
4,646
-434
-9% -$20.4K 0.02% 245
2019
Q4 		$260K Hold
5,080
– – 0.02% 227
2019
Q3 		$217K Buy
5,080
+800
+19% +$34.2K 0.02% 237
2019
Q2 		$188K Sell
4,280
-9,915
-70% -$442K 0.02% 250
2019
Q1 		$661K Sell
14,195
-15
-0.1% -$631 0.07% 143
2018
Q4 		$563K Buy
14,210
+15
+0.1% +$655 0.07% 133
2018
Q3 		$661K Sell
14,195
-870
-6% -$42.5K 0.07% 143
2018
Q2 		$714K Sell
15,065
-600
-4% -$31.4K 0.07% 136
2018
Q1 		$830K Sell
15,665
-50
-0.3% -$2.77K 0.09% 125
2017
Q4 		$825K Buy
15,715
+2,290
+17% +$116K 0.09% 128
2017
Q3 		$652K Buy
13,425
+1,038
+8% +$48.1K 0.08% 135
2017
Q2 		$552K Sell
12,387
-1,628
-12% -$70.2K 0.06% 157
2017
Q1 		$591K Buy
14,015
+1,649
+13% +$73.2K 0.06% 173
2016
Q4 		$522K Buy
12,366
+8,933
+260% +$338K 0.06% 171
2016
Q3 		$1.1K Buy
+3,433
New +$102K 0.01% 255

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

Salem Investment Counselors's MS Position: Q2 2026 in Review

Salem Investment Counselors reduced its Morgan Stanley (MS) stake by 0.61% in Q2 2026, selling an estimated $38.2K and leaving 31,273 shares worth $6.54M. The position accounts for 0.16% of the portfolio, ranked #87.

Salem Investment Counselors first reported a position in MS in Q3 2016 and has held it in 40 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Salem Investment Counselors held 31,273 shares of Morgan Stanley worth $6.54M as of Q2 2026.
  • Salem Investment Counselors sold 193 Morgan Stanley shares in Q2 2026, an estimated $38.2K.
  • Morgan Stanley made up 0.16% of Salem Investment Counselors's portfolio in Q2 2026, its #87 holding.
  • Salem Investment Counselors first reported a position in Morgan Stanley in Q3 2016 and has held it in 40 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.