SWM
MS icon

SeaCrest Wealth Management’s Morgan Stanley MS Stock Holding History

SeaCrest Wealth Management’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 		$773K Sell
3,700
-390
-10% -$77.2K 0.09% 203
2026
Q1 		$673K Sell
4,090
-635
-13% -$110K 0.07% 250
2025
Q4 		$873K Buy
4,725
+185
+4% +$30.9K 0.09% 212
2025
Q3 		$707K Sell
4,540
-2,217
-33% -$327K 0.07% 242
2025
Q2 		$952K Sell
6,757
-8,388
-55% -$1.03M 0.1% 182
2025
Q1 		$1.77M Sell
15,145
-1,041
-6% -$134K 0.2% 89
2024
Q4 		$2.03M Buy
16,186
+147
+0.9% +$18.1K 0.21% 85
2024
Q3 		$1.67M Buy
16,039
+770
+5% +$77.5K 0.18% 107
2024
Q2 		$1.48M Buy
15,269
+127
+0.8% +$12.1K 0.17% 118
2024
Q1 		$1.43M Sell
15,142
-1,063
-7% -$93.6K 0.17% 121
2023
Q4 		$1.51M Buy
16,205
+764
+5% +$61.1K 0.19% 113
2023
Q3 		$1.26M Buy
15,441
+79
+0.5% +$6.86K 0.16% 124
2023
Q2 		$1.31M Sell
15,362
-196
-1% -$16.8K 0.17% 131
2023
Q1 		$1.37M Buy
15,558
+319
+2% +$29.8K 0.19% 117
2022
Q4 		$1.3M Buy
15,239
+970
+7% +$82.7K 0.19% 122
2022
Q3 		$1.13M Sell
14,269
-53
-0.4% -$4.47K 0.17% 128
2022
Q2 		$1.09M Buy
14,322
+760
+6% +$62.3K 0.14% 157
2022
Q1 		$1.19M Buy
13,562
+337
+3% +$32.5K 0.14% 164
2021
Q4 		$1.3M Sell
13,225
-159
-1% -$15.8K 0.14% 144
2021
Q3 		$1.3M Sell
13,384
-158
-1% -$15.7K 0.16% 138
2021
Q2 		$1.24M Buy
13,542
+661
+5% +$56.7K 0.15% 142
2021
Q1 		$1M Buy
12,881
+1,049
+9% +$80.4K 0.13% 173
2020
Q4 		$811K Sell
11,832
-293
-2% -$16.8K 0.11% 195
2020
Q3 		$586K Sell
12,125
-397
-3% -$20K 0.09% 224
2020
Q2 		$605K Sell
12,522
-133
-1% -$5.59K 0.1% 222
2020
Q1 		$430K Sell
12,655
-1,260
-9% -$59.3K 0.09% 234
2019
Q4 		$711K Buy
13,915
+306
+2% +$14.5K 0.12% 195
2019
Q3 		$581K Sell
13,609
-53
-0.4% -$2.27K 0.11% 226
2019
Q2 		$599K Sell
13,662
-465
-3% -$20.7K 0.12% 204
2019
Q1 		$596K Buy
14,127
+196
+1% +$8.25K 0.1% 199
2018
Q4 		$552K Sell
13,931
-739
-5% -$32.2K 0.11% 189
2018
Q3 		$683K Buy
14,670
+60
+0.4% +$2.93K 0.12% 184
2018
Q2 		$693K Buy
14,610
+59
+0.4% +$3.08K 0.12% 171
2018
Q1 		$785K Sell
14,551
-500
-3% -$27.7K 0.14% 139
2017
Q4 		$790K Buy
+15,051
New +$761K 0.14% 137

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

SeaCrest Wealth Management's MS Position: Q2 2026 in Review

SeaCrest Wealth Management reduced its Morgan Stanley (MS) stake by 9.5% in Q2 2026, selling an estimated $77.2K and leaving 3,700 shares worth $773K. The position accounts for 0.09% of the portfolio, ranked #203.

SeaCrest Wealth Management first reported a position in MS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.03M in Q4 2024. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SeaCrest Wealth Management held 3,700 shares of Morgan Stanley worth $773K as of Q2 2026.
  • SeaCrest Wealth Management sold 390 Morgan Stanley shares in Q2 2026, an estimated $77.2K.
  • Morgan Stanley made up 0.09% of SeaCrest Wealth Management's portfolio in Q2 2026, its #203 holding.
  • SeaCrest Wealth Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 35 quarters since.
  • SeaCrest Wealth Management's Morgan Stanley position peaked at $2.03M in Q4 2024.
  • 1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.