Shulman DeMeo Asset Management’s Morgan Stanley MS Stock Holding History

Shulman DeMeo 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	$1.73M	Sell	8,282 -13	-0.2%	-$2.57K	0.32%	26
2026 Q1	$1.37M	Buy	8,295 +11	+0.1%	+$1.9K	0.29%	29
2025 Q4	$1.47M	Buy	8,284 +27	+0.3%	+$4.5K	0.33%	23
2025 Q3	$1.31M	Buy	8,257 +481	+6%	+$71K	0.3%	25
2025 Q2	$1.1M	Buy	7,776 +21	+0.3%	+$2.58K	0.27%	30
2025 Q1	$905K	Buy	7,755 +29	+0.4%	+$3.74K	0.25%	32
2024 Q4	$971K	Buy	7,726 +11	+0.1%	+$1.35K	0.26%	30
2024 Q3	$1.01M	Sell	7,715 -18	-0.2%	-$1.81K	0.25%	32
2024 Q2	$752K	Sell	7,733 -24	-0.3%	-$2.29K	0.2%	42
2024 Q1	$730K	Buy	7,757 +48	+0.6%	+$4.23K	0.19%	43
2023 Q4	$719K	Buy	7,709 +280	+4%	+$22.4K	0.2%	40
2023 Q3	$607K	Sell	7,429 -996	-12%	-$86.5K	0.2%	44
2023 Q2	$720K	Sell	8,425 -179	-2%	-$15.3K	0.22%	40
2023 Q1	$755K	Sell	8,604 -146	-2%	-$13.6K	0.24%	39
2022 Q4	$744K	Buy	8,750 +73	+0.8%	+$6.22K	0.25%	40
2022 Q3	$686K	Buy	8,677 +58	+0.7%	+$4.89K	0.24%	39
2022 Q2	$656K	Buy	8,619 +59	+0.7%	+$4.83K	0.22%	46
2022 Q1	$748K	Buy	8,560 +47	+0.6%	+$4.53K	0.21%	47
2021 Q4	$836K	Sell	8,513 -22	-0.3%	-$2.19K	0.22%	44
2021 Q3	$831K	Buy	+8,535	New	+$846K	0.72%	25
2021 Q2	–	Sell	-8,397	Closed	-$652K	–	114
2021 Q1	$652K	Sell	8,397 -1,486	-15%	-$114K	0.18%	54
2020 Q4	$677K	Buy	9,883 +55	+0.6%	+$3.16K	0.19%	54
2020 Q3	$475K	Buy	9,828 +40	+0.4%	+$2.02K	0.16%	63
2020 Q2	$473K	Buy	9,788 +61	+0.6%	+$2.56K	0.18%	56
2020 Q1	$331K	Buy	9,727 +538	+6%	+$25.3K	0.15%	63
2019 Q4	$470K	Buy	9,189 +32	+0.3%	+$1.51K	0.16%	66
2019 Q3	$391K	Sell	9,157 -352	-4%	-$15K	0.13%	80
2019 Q2	$417K	Buy	9,509 +45	+0.5%	+$2.01K	0.15%	70
2019 Q1	$399K	Buy	+9,464	New	+$398K	0.15%	69

Other funds holding MS

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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Shulman DeMeo Asset Management's MS Position: Q2 2026 in Review

Shulman DeMeo Asset Management reduced its Morgan Stanley (MS) stake by 0.16% in Q2 2026, selling an estimated $2.57K and leaving 8,282 shares worth $1.73M. The position accounts for 0.32% of the portfolio, ranked #26.

Shulman DeMeo Asset Management first reported a position in MS in Q1 2019 and has held it in 29 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Shulman DeMeo Asset Management held 8,282 shares of Morgan Stanley worth $1.73M as of Q2 2026.
Shulman DeMeo Asset Management sold 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
Morgan Stanley made up 0.32% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #26 holding.
Shulman DeMeo Asset Management first reported a position in Morgan Stanley in Q1 2019 and has held it in 29 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.