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Sonoma Allocations’s Morgan Stanley MS Stock Holding History

Sonoma Allocations’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 		$245K Sell
1,152
-270
-19% -$53.5K 0.08% 112
2026
Q1 		$239K Sell
1,422
-430
-23% -$74.4K 0.08% 133
2025
Q4 		$342K Buy
+1,852
New +$309K 0.11% 101

Other funds holding MS

Robeco Institutional Asset Management
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)
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

Sonoma Allocations's MS Position: Q2 2026 in Review

Sonoma Allocations reduced its Morgan Stanley (MS) stake by 19% in Q2 2026, selling an estimated $53.5K and leaving 1,152 shares worth $245K. The position accounts for 0.08% of the portfolio, ranked #112.

Sonoma Allocations first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $342K in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sonoma Allocations held 1,152 shares of Morgan Stanley worth $245K as of Q2 2026.
  • Sonoma Allocations sold 270 Morgan Stanley shares in Q2 2026, an estimated $53.5K.
  • Morgan Stanley made up 0.08% of Sonoma Allocations's portfolio in Q2 2026, its #112 holding.
  • Sonoma Allocations first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Sonoma Allocations's Morgan Stanley position peaked at $342K in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.