SEIA
MS icon

Signature Estate & Investment Advisors’s Morgan Stanley MS Stock Holding History

Signature Estate & Investment Advisors’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 		$753K Sell
3,601
-228
-6% -$45.1K 0.01% 354
2026
Q1 		$630K Sell
3,829
-227
-6% -$39.3K 0.01% 370
2025
Q4 		$720K Sell
4,056
-323
-7% -$53.9K 0.01% 317
2025
Q3 		$696K Sell
4,379
-684
-14% -$101K 0.01% 315
2025
Q2 		$713K Sell
5,063
-1,748
-26% -$215K 0.02% 291
2025
Q1 		$795K Sell
6,811
-500
-7% -$64.4K 0.02% 254
2024
Q4 		$919K Buy
7,311
+114
+2% +$14K 0.02% 233
2024
Q3 		$750K Sell
7,197
-551
-7% -$55.5K 0.02% 242
2024
Q2 		$753K Buy
7,748
+1,297
+20% +$123K 0.02% 239
2024
Q1 		$607K Sell
6,451
-6,119
-49% -$539K 0.02% 110
2023
Q4 		$1.17M Sell
12,570
-482,807
-97% -$38.6M 0.03% 94
2023
Q3 		$40.5M Buy
495,377
+24,369
+5% +$2.12M 1.37% 26
2023
Q2 		$40.2M Buy
471,008
+28,627
+6% +$2.45M 1.33% 27
2023
Q1 		$38.8M Sell
442,381
-16,716
-4% -$1.56M 1.36% 27
2022
Q4 		$39M Buy
459,097
+1,084
+0.2% +$92.4K 1.4% 25
2022
Q3 		$36.2M Sell
458,013
-22,017
-5% -$1.86M 1.7% 21
2022
Q2 		$36.5M Buy
480,030
+48,260
+11% +$3.95M 1.84% 20
2022
Q1 		$37.7M Buy
+431,770
New +$41.7M 1.73% 23
2017
Q2 		– Sell
-5,640
Closed -$242K – 168
2017
Q1 		$242K Buy
+5,640
New +$250K 0.03% 135
2016
Q2 		– Sell
-4,062
Closed -$102K – 165
2016
Q1 		$102K Sell
4,062
-9,102
-69% -$232K 0.02% 122
2015
Q4 		$419K Sell
13,164
-7,305
-36% -$243K 0.07% 87
2015
Q3 		$645K Sell
20,469
-269,510
-93% -$9.81M 0.13% 70
2015
Q2 		$11.2M Buy
289,979
+26,488
+10% +$1.01M 2.51% 13
2015
Q1 		$9.4M Buy
263,491
+60,645
+30% +$2.18M 2.48% 15
2014
Q4 		$7.87M Buy
202,846
+37,701
+23% +$1.34M 2.62% 16
2014
Q3 		$5.71M Buy
+165,145
New +$5.5M 2.04% 22

Other funds holding MS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Signature Estate & Investment Advisors's MS Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Morgan Stanley (MS) stake by 6% in Q2 2026, selling an estimated $45.1K and leaving 3,601 shares worth $753K. The position accounts for 0.01% of the portfolio, ranked #354.

Signature Estate & Investment Advisors first reported a position in MS in Q3 2014 and has held it in 26 quarters since. The position peaked at $40.5M in Q3 2023. 1,275 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Signature Estate & Investment Advisors held 3,601 shares of Morgan Stanley worth $753K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 228 Morgan Stanley shares in Q2 2026, an estimated $45.1K.
  • Morgan Stanley made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #354 holding.
  • Signature Estate & Investment Advisors first reported a position in Morgan Stanley in Q3 2014 and has held it in 26 quarters since.
  • Signature Estate & Investment Advisors's Morgan Stanley position peaked at $40.5M in Q3 2023.
  • 1,275 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.