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ShoreHaven Wealth Partners’s Morgan Stanley MS Stock Holding History

ShoreHaven Wealth Partners’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 		$322K Hold
1,541
– – 0.1% 84
2026
Q1 		$254K Buy
1,541
+121
+9% +$20.9K 0.09% 91
2025
Q4 		$252K Hold
1,420
– – 0.09% 92
2025
Q3 		$226K Hold
1,420
– – 0.08% 94
2025
Q2 		$200K Buy
+1,420
New +$174K 0.08% 98
2021
Q2 		– Sell
-660
Closed -$51K – 183
2021
Q1 		$51K Buy
+660
New +$50.6K 0.03% 117

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

ShoreHaven Wealth Partners's MS Position: Q2 2026 in Review

ShoreHaven Wealth Partners held its Morgan Stanley (MS) position steady in Q2 2026 at 1,541 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #84.

ShoreHaven Wealth Partners first reported a position in MS in Q1 2021 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • ShoreHaven Wealth Partners held 1,541 shares of Morgan Stanley worth $322K as of Q2 2026.
  • ShoreHaven Wealth Partners left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.1% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • ShoreHaven Wealth Partners first reported a position in Morgan Stanley in Q1 2021 and has held it in 6 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.