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Samalin Investment Counsel’s Morgan Stanley MS Stock Holding History

Samalin Investment Counsel’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 		$516K Buy
2,470
+195
+9% +$38.6K 0.16% 154
2026
Q1 		$374K Sell
2,275
-16
-0.7% -$2.77K 0.13% 211
2025
Q4 		$407K Sell
2,291
-290
-11% -$48.4K 0.14% 196
2025
Q3 		$410K Sell
2,581
-51
-2% -$7.53K 0.14% 202
2025
Q2 		$371K Sell
2,632
-14
-0.5% -$1.72K 0.14% 224
2025
Q1 		$309K Sell
2,646
-1,061
-29% -$137K 0.13% 238
2024
Q4 		$466K Buy
3,707
+7
+0.2% +$862 0.2% 163
2024
Q3 		$386K Sell
3,700
-19
-0.5% -$1.91K 0.17% 197
2024
Q2 		$361K Buy
3,719
+276
+8% +$26.3K 0.17% 198
2024
Q1 		$324K Sell
3,443
-738
-18% -$65K 0.15% 205
2023
Q4 		$390K Buy
4,181
+91
+2% +$7.28K 0.2% 180
2023
Q3 		$334K Sell
4,090
-245
-6% -$21.3K 0.19% 159
2023
Q2 		$370K Buy
+4,335
New +$371K 0.2% 142
2020
Q1 		– Sell
-1,100
Closed -$56K – 386
2019
Q4 		$56K Buy
+1,100
New +$52.1K 0.05% 275

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

Samalin Investment Counsel's MS Position: Q2 2026 in Review

Samalin Investment Counsel increased its Morgan Stanley (MS) stake by 8.6% in Q2 2026, buying an estimated $38.6K and bringing the position to 2,470 shares worth $516K. The position accounts for 0.16% of the portfolio, ranked #154.

Samalin Investment Counsel first reported a position in MS in Q4 2019 and has held it in 14 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Samalin Investment Counsel held 2,470 shares of Morgan Stanley worth $516K as of Q2 2026.
  • Samalin Investment Counsel bought 195 Morgan Stanley shares in Q2 2026, an estimated $38.6K.
  • Morgan Stanley made up 0.16% of Samalin Investment Counsel's portfolio in Q2 2026, its #154 holding.
  • Samalin Investment Counsel first reported a position in Morgan Stanley in Q4 2019 and has held it in 14 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.