Silvia McColl Wealth Management’s Morgan Stanley MS Stock Holding History

Silvia McColl Wealth 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	$790K	Hold	3,777	–	–	0.48%	51
2026 Q1	$622K	Hold	3,777	–	–	0.41%	57
2025 Q4	$671K	Sell	3,777 -104	-3%	-$17.3K	0.45%	51
2025 Q3	$617K	Sell	3,881 -190	-5%	-$28.1K	0.42%	55
2025 Q2	$573K	Hold	4,071	–	–	0.42%	58
2025 Q1	$475K	Sell	4,071 -488	-11%	-$62.9K	0.36%	65
2024 Q4	$573K	Sell	4,559 -263	-5%	-$32.4K	0.43%	54
2024 Q3	$503K	Sell	4,822 -243	-5%	-$24.5K	0.38%	62
2024 Q2	$492K	Sell	5,065 -250	-5%	-$23.8K	0.41%	56
2024 Q1	$487K	Hold	5,315	–	–	0.42%	59
2023 Q4	$496K	Hold	5,315	–	–	0.45%	52
2023 Q3	$434K	Hold	5,315	–	–	0.43%	56
2023 Q2	$454K	Hold	5,315	–	–	0.42%	57
2023 Q1	$467K	Sell	5,315 -410	-7%	-$38.3K	0.46%	55
2022 Q4	$487K	Buy	+5,725	New	+$488K	0.48%	55

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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Silvia McColl Wealth Management's MS Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 3,777 shares worth $790K. The position accounts for 0.48% of the portfolio, ranked #51.

Silvia McColl Wealth Management first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Silvia McColl Wealth Management held 3,777 shares of Morgan Stanley worth $790K as of Q2 2026.
Silvia McColl Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.48% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #51 holding.
Silvia McColl Wealth Management first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.