SAM
MS icon

Secure Asset Management’s Morgan Stanley MS Stock Holding History

Secure Asset 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 		$545K Buy
2,609
+329
+14% +$65.2K 0.08% 178
2026
Q1 		$375K Buy
2,280
+462
+25% +$80K 0.06% 215
2025
Q4 		$323K Buy
1,818
+130
+8% +$21.7K 0.05% 257
2025
Q3 		$265K Buy
1,688
+73
+5% +$10.8K 0.04% 265
2025
Q2 		$227K Sell
1,615
-118
-7% -$14.5K 0.04% 288
2025
Q1 		$202K Buy
+1,733
New +$223K 0.04% 299

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return