Seven Mile Advisory
MS icon

Seven Mile Advisory’s Morgan Stanley MS Stock Holding History

Seven Mile Advisory’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
Q3 		$236K Sell
1,257
-81
-6% -$17.2K 0.16% 133
2026
Q2 		$280K Sell
1,338
-466
-26% -$92.3K 0.19% 123
2026
Q1 		$297K Sell
1,804
-1,558
-46% -$270K 0.21% 99
2025
Q4 		$597K Sell
3,362
-948
-22% -$158K 0.1% 97
2025
Q3 		$685K Buy
4,310
+1,310
+44% +$193K 0.11% 97
2025
Q2 		$423K Buy
3,000
+55
+2% +$6.76K 0.25% 76
2025
Q1 		$344K Buy
2,945
+96
+3% +$12.4K 0.23% 96
2024
Q4 		$358K Sell
2,849
-92
-3% -$11.3K 0.23% 86
2024
Q3 		$307K Buy
2,941
+55
+2% +$5.54K 0.2% 103
2024
Q2 		$280K Buy
2,886
+313
+12% +$29.8K 0.21% 98
2024
Q1 		$242K Buy
2,573
+286
+13% +$25.2K 0.18% 120
2023
Q4 		$213K Buy
+2,287
New +$183K 0.18% 127

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return

Seven Mile Advisory's MS Position: Q3 2026 in Review

Seven Mile Advisory reduced its Morgan Stanley (MS) stake by 6.1% in Q3 2026, selling an estimated $17.2K and leaving 1,257 shares worth $236K. The position accounts for 0.16% of the portfolio, ranked #133.

Seven Mile Advisory first reported a position in MS in Q4 2023 and has held it in 12 quarters since. The position peaked at $685K in Q3 2025. 1,050 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Seven Mile Advisory held 1,257 shares of Morgan Stanley worth $236K as of Q3 2026.
  • Seven Mile Advisory sold 81 Morgan Stanley shares in Q3 2026, an estimated $17.2K.
  • Morgan Stanley made up 0.16% of Seven Mile Advisory's portfolio in Q3 2026, its #133 holding.
  • Seven Mile Advisory first reported a position in Morgan Stanley in Q4 2023 and has held it in 12 quarters since.
  • Seven Mile Advisory's Morgan Stanley position peaked at $685K in Q3 2025.
  • 1,050 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.