Smallwood Wealth Investment Management’s Morgan Stanley MS Stock Holding History

Smallwood Wealth Investment 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	$449K	Buy	2,149 +91	+4%	+$18K	0.2%	54
2026 Q1	$339K	Hold	2,058	–	–	0.18%	59
2025 Q4	$366K	Hold	2,058	–	–	0.19%	56
2025 Q3	$327K	Hold	2,058	–	–	0.17%	62
2025 Q2	$290K	Hold	2,058	–	–	0.17%	66
2025 Q1	$240K	Sell	2,058 -1	-0%	-$129	0.15%	68
2024 Q4	$259K	Buy	2,059 +3	+0.1%	+$369	0.18%	68
2024 Q3	$214K	Buy	+2,056	New	+$207K	0.15%	68
2023 Q1	–	Sell	-2,403	Closed	-$204K	–	69
2022 Q4	$204K	Sell	2,403 -475	-17%	-$40.5K	0.17%	69
2022 Q3	$227K	Buy	+2,878	New	+$243K	0.2%	68

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

Smallwood Wealth Investment Management's MS Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Morgan Stanley (MS) stake by 4.4% in Q2 2026, buying an estimated $18K and bringing the position to 2,149 shares worth $449K. The position accounts for 0.2% of the portfolio, ranked #54.

Smallwood Wealth Investment Management first reported a position in MS in Q3 2022 and has held it in 10 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Smallwood Wealth Investment Management held 2,149 shares of Morgan Stanley worth $449K as of Q2 2026.
Smallwood Wealth Investment Management bought 91 Morgan Stanley shares in Q2 2026, an estimated $18K.
Morgan Stanley made up 0.2% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #54 holding.
Smallwood Wealth Investment Management first reported a position in Morgan Stanley in Q3 2022 and has held it in 10 quarters since.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.