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Sowell Financial Services’s Morgan Stanley MS Stock Holding History

Sowell Financial Services’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 		$8.55M Buy
40,917
+450
+1% +$89.1K 0.28% 73
2026
Q1 		$6.66M Buy
40,467
+9,671
+31% +$1.67M 0.25% 82
2025
Q4 		$5.47M Sell
30,796
-58
-0.2% -$9.68K 0.2% 108
2025
Q3 		$4.9M Buy
30,854
+9,619
+45% +$1.42M 0.19% 108
2025
Q2 		$2.99M Sell
21,235
-1,088
-5% -$134K 0.12% 178
2025
Q1 		$2.6M Buy
22,323
+2,213
+11% +$285K 0.12% 177
2024
Q4 		$2.53M Sell
20,110
-2,221
-10% -$274K 0.13% 169
2024
Q3 		$2.33M Sell
22,331
-389
-2% -$39.2K 0.11% 214
2024
Q2 		$2.21M Sell
22,720
-212
-0.9% -$20.2K 0.11% 199
2024
Q1 		$2.16M Buy
22,932
+324
+1% +$28.5K 0.1% 217
2023
Q4 		$2.11M Sell
22,608
-5,781
-20% -$462K 0.11% 199
2023
Q3 		$2.32M Buy
28,389
+3,939
+16% +$342K 0.15% 163
2023
Q2 		$2.09M Buy
24,450
+8,527
+54% +$729K 0.12% 206
2023
Q1 		$1.4M Sell
15,923
-5,457
-26% -$509K 0.11% 230
2022
Q4 		$1.82M Buy
21,380
+6,879
+47% +$586K 0.12% 201
2022
Q3 		$1.15M Sell
14,501
-3,050
-17% -$257K 0.12% 223
2022
Q2 		$1.33M Buy
17,551
+6,529
+59% +$535K 0.12% 141
2022
Q1 		$933K Sell
11,022
-18,922
-63% -$1.83M 0.16% 96
2021
Q4 		$2.94M Buy
29,944
+692
+2% +$68.9K 0.17% 143
2021
Q3 		$2.85M Sell
29,252
-3,984
-12% -$395K 0.19% 129
2021
Q2 		$3.05M Sell
33,236
-5,653
-15% -$485K 0.2% 131
2021
Q1 		$3.38M Sell
38,889
-2,521
-6% -$193K 0.12% 168
2020
Q4 		$2.84M Sell
41,410
-160
-0.4% -$9.18K 0.12% 149
2020
Q3 		$2.01M Buy
41,570
+23,754
+133% +$1.2M 0.1% 181
2020
Q2 		$861K Buy
17,816
+5,909
+50% +$248K 0.05% 311
2020
Q1 		$405K Buy
11,907
+148
+1% +$6.97K 0.03% 451
2019
Q4 		$601K Buy
11,759
+4,436
+61% +$210K 0.05% 395
2019
Q3 		$312K Buy
+7,323
New +$313K 0.03% 524
2019
Q1 		$304K Sell
7,212
-2,904
-29% -$122K 0.03% 451
2018
Q4 		$401K Buy
10,116
+963
+11% +$42K 0.06% 321
2018
Q3 		$426K Buy
9,153
+1
+0% +$49 0.06% 219
2018
Q2 		$433K Buy
9,152
+680
+8% +$35.5K 0.09% 184
2018
Q1 		$438K Sell
8,472
-806
-9% -$44.6K 0.11% 168
2017
Q4 		$518K Sell
9,278
-9,669
-51% -$489K 0.13% 154
2017
Q3 		$940K Buy
18,947
+8,239
+77% +$382K 0.25% 91
2017
Q2 		$513K Buy
10,708
+5,090
+91% +$219K 0.15% 131
2017
Q1 		$240K Buy
5,618
+2,078
+59% +$92.2K 0.07% 218
2016
Q4 		$163K Buy
+3,540
New +$134K 0.05% 210

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

Sowell Financial Services's MS Position: Q2 2026 in Review

Sowell Financial Services increased its Morgan Stanley (MS) stake by 1.1% in Q2 2026, buying an estimated $89.1K and bringing the position to 40,917 shares worth $8.55M. The position accounts for 0.28% of the portfolio, ranked #73.

Sowell Financial Services first reported a position in MS in Q4 2016 and has held it in 38 quarters since. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Sowell Financial Services held 40,917 shares of Morgan Stanley worth $8.55M as of Q2 2026.
  • Sowell Financial Services bought 450 Morgan Stanley shares in Q2 2026, an estimated $89.1K.
  • Morgan Stanley made up 0.28% of Sowell Financial Services's portfolio in Q2 2026, its #73 holding.
  • Sowell Financial Services first reported a position in Morgan Stanley in Q4 2016 and has held it in 38 quarters since.
  • 889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.