SWM
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Segment Wealth Management’s Morgan Stanley MS Stock Holding History

Segment 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 		$800K Sell
3,825
-78
-2% -$15.4K 0.04% 190
2026
Q1 		$642K Buy
3,903
+92
+2% +$15.9K 0.04% 199
2025
Q4 		$677K Sell
3,811
-54
-1% -$9.01K 0.04% 194
2025
Q3 		$614K Buy
3,865
+50
+1% +$7.38K 0.04% 194
2025
Q2 		$537K Sell
3,815
-10
-0.3% -$1.23K 0.03% 201
2025
Q1 		$446K Buy
3,825
+1,292
+51% +$166K 0.03% 203
2024
Q4 		$318K Buy
2,533
+28
+1% +$3.45K 0.02% 220
2024
Q3 		$261K Hold
2,505
– – 0.02% 237
2024
Q2 		$243K Sell
2,505
-110
-4% -$10.5K 0.02% 231
2024
Q1 		$246K Buy
2,615
+374
+17% +$32.9K 0.02% 225
2023
Q4 		$209K Buy
+2,241
New +$179K 0.02% 240
2022
Q2 		– Sell
-3,028
Closed -$265K – 249
2022
Q1 		$265K Buy
3,028
+41
+1% +$3.96K 0.03% 218
2021
Q4 		$293K Buy
+2,987
New +$298K 0.03% 210

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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 $59.8B 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Segment Wealth Management reduced its Morgan Stanley (MS) stake by 2% in Q2 2026, selling an estimated $15.4K and leaving 3,825 shares worth $800K. The position accounts for 0.04% of the portfolio, ranked #190.

Segment Wealth Management first reported a position in MS in Q4 2021 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Segment Wealth Management held 3,825 shares of Morgan Stanley worth $800K as of Q2 2026.
  • Segment Wealth Management sold 78 Morgan Stanley shares in Q2 2026, an estimated $15.4K.
  • Morgan Stanley made up 0.04% of Segment Wealth Management's portfolio in Q2 2026, its #190 holding.
  • Segment Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 13 quarters since.
  • 614 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.