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Shum Financial Group’s Morgan Stanley MS Stock Holding History

Shum Financial Group’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 		$278K Sell
1,329
-7
-0.5% -$1.39K 0.17% 93
2026
Q1 		$220K Sell
1,336
-8
-0.6% -$1.39K 0.16% 91
2025
Q4 		$239K Hold
1,344
– – 0.17% 88
2025
Q3 		$214K Buy
+1,344
New +$198K 0.16% 90

Other funds holding MS

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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

Shum Financial Group's MS Position: Q2 2026 in Review

Shum Financial Group reduced its Morgan Stanley (MS) stake by 0.52% in Q2 2026, selling an estimated $1.39K and leaving 1,329 shares worth $278K. The position accounts for 0.17% of the portfolio, ranked #93.

Shum Financial Group first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Shum Financial Group held 1,329 shares of Morgan Stanley worth $278K as of Q2 2026.
  • Shum Financial Group sold 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
  • Morgan Stanley made up 0.17% of Shum Financial Group's portfolio in Q2 2026, its #93 holding.
  • Shum Financial Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.