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Southland Equity Partners’s Morgan Stanley MS Stock Holding History

Southland Equity Partners’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 		$415K Buy
1,988
+39
+2% +$7.72K 0.07% 191
2026
Q1 		$321K Buy
1,949
+200
+11% +$34.6K 0.06% 208
2025
Q4 		$310K Sell
1,749
-11
-0.6% -$1.83K 0.06% 198
2025
Q3 		$280K Buy
1,760
+41
+2% +$6.05K 0.06% 196
2025
Q2 		$242K Buy
+1,719
New +$211K 0.05% 203

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

Southland Equity Partners's MS Position: Q2 2026 in Review

Southland Equity Partners increased its Morgan Stanley (MS) stake by 2% in Q2 2026, buying an estimated $7.72K and bringing the position to 1,988 shares worth $415K. The position accounts for 0.07% of the portfolio, ranked #191.

Southland Equity Partners first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Southland Equity Partners held 1,988 shares of Morgan Stanley worth $415K as of Q2 2026.
  • Southland Equity Partners bought 39 Morgan Stanley shares in Q2 2026, an estimated $7.72K.
  • Morgan Stanley made up 0.07% of Southland Equity Partners's portfolio in Q2 2026, its #191 holding.
  • Southland Equity Partners first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Southland Equity Partners's 13F filing for Q2 2026, filed 13 Jul 2026.