Sound Income Strategies’s Morgan Stanley MS Stock Holding History

Sound Income Strategies’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	$612K	Buy	2,927 +1,586	+118%	+$314K	0.03%	264
2026 Q1	$223K	Sell	1,341 -101	-7%	-$17.5K	0.01%	389
2025 Q4	$273K	Buy	1,442 +949	+192%	+$158K	0.01%	347
2025 Q3	$77.1K	Sell	493 -887	-64%	-$131K	﹤0.01%	461
2025 Q2	$194K	Buy	1,380 +264	+24%	+$32.4K	0.01%	279
2025 Q1	$130K	Buy	1,116 +43	+4%	+$5.54K	0.01%	356
2024 Q4	$135K	Buy	1,073 +66	+7%	+$8.13K	0.01%	308
2024 Q3	$105K	Sell	1,007 -38	-4%	-$3.83K	0.01%	337
2024 Q2	$102K	Sell	1,045 -2	-0.2%	-$190	0.01%	330
2024 Q1	$98.6K	Buy	1,047 +78	+8%	+$6.87K	0.01%	311
2023 Q4	$90.4K	Sell	969 -14	-1%	-$1.12K	0.01%	302
2023 Q3	$80.3K	Sell	983 -45	-4%	-$3.91K	0.01%	234
2023 Q2	$87.8K	Buy	1,028 +57	+6%	+$4.88K	0.01%	230
2023 Q1	$85.2K	Sell	971 -115	-11%	-$10.7K	0.01%	220
2022 Q4	$92.3K	Buy	1,086 +291	+37%	+$24.8K	0.01%	203
2022 Q3	$63K	Buy	795 +452	+132%	+$38.1K	0.01%	213
2022 Q2	$26K	Buy	343 +151	+79%	+$12.4K	﹤0.01%	312
2022 Q1	$17K	Buy	192 +4	+2%	+$386	﹤0.01%	383
2021 Q4	$18K	Hold	188	–	–	﹤0.01%	385
2021 Q3	$18K	Buy	188 +1	+0.5%	+$99	﹤0.01%	362
2021 Q2	$17K	Buy	187 +110	+143%	+$9.43K	﹤0.01%	380
2021 Q1	$5.98K	Buy	77 +58	+305%	+$4.45K	﹤0.01%	588
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	804
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	761
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	719
2020 Q1	$1K	Hold	19	–	–	﹤0.01%	682
2019 Q4	$1K	Hold	19	–	–	﹤0.01%	643
2019 Q3	$1K	Hold	19	–	–	﹤0.01%	608
2019 Q2	$1K	Hold	19	–	–	﹤0.01%	609
2019 Q1	$1K	Hold	19	–	–	﹤0.01%	612
2018 Q4	$1K	Hold	19	–	–	﹤0.01%	605
2018 Q3	$1K	Hold	19	–	–	﹤0.01%	627
2018 Q2	$1K	Hold	19	–	–	﹤0.01%	566
2018 Q1	$1K	Sell	19 -9	-32%	-$498	﹤0.01%	534
2017 Q4	$1K	Buy	+28	New	+$1.42K	﹤0.01%	462

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

Sound Income Strategies's MS Position: Q2 2026 in Review

Sound Income Strategies increased its Morgan Stanley (MS) stake by 118% in Q2 2026, buying an estimated $314K and bringing the position to 2,927 shares worth $612K. The position accounts for 0.03% of the portfolio, ranked #264.

Sound Income Strategies first reported a position in MS in Q4 2017 and has held it in 35 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sound Income Strategies held 2,927 shares of Morgan Stanley worth $612K as of Q2 2026.
Sound Income Strategies bought 1,586 Morgan Stanley shares in Q2 2026, an estimated $314K.
Morgan Stanley made up 0.03% of Sound Income Strategies's portfolio in Q2 2026, its #264 holding.
Sound Income Strategies first reported a position in Morgan Stanley in Q4 2017 and has held it in 35 quarters since.
935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.