Spartan Planning & Wealth Management’s Morgan Stanley MS Stock Holding History

Spartan Planning & Wealth 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	$480K	Buy	2,296 +927	+68%	+$184K	0.32%	51
2026 Q1	$225K	Sell	1,369 -1,453	-51%	-$252K	0.17%	63
2025 Q4	$501K	Buy	2,822 +79	+3%	+$13.2K	0.37%	41
2025 Q3	$436K	Sell	2,743 -36	-1%	-$5.32K	0.34%	47
2025 Q2	$391K	Buy	+2,779	New	+$341K	0.34%	51
2025 Q1	–	Sell	-2,480	Closed	-$312K	–	79
2024 Q4	$312K	Buy	+2,480	New	+$305K	0.28%	54
2023 Q4	$129K	Buy	1,381 +1,379	+68,950%	+$110K	0.14%	80
2023 Q3	$163	Buy	+2	New	+$174	﹤0.01%	157
2022 Q4	$260K	Buy	+3,060	New	+$261K	0.32%	51
2022 Q2	–	Sell	-385	Closed	-$34K	–	133
2022 Q1	$34K	Buy	+385	New	+$37.1K	0.04%	95

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

Spartan Planning & Wealth Management's MS Position: Q2 2026 in Review

Spartan Planning & Wealth Management increased its Morgan Stanley (MS) stake by 68% in Q2 2026, buying an estimated $184K and bringing the position to 2,296 shares worth $480K. The position accounts for 0.32% of the portfolio, ranked #51.

Spartan Planning & Wealth Management first reported a position in MS in Q1 2022 and has held it in 10 quarters since. The position peaked at $501K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Spartan Planning & Wealth Management held 2,296 shares of Morgan Stanley worth $480K as of Q2 2026.
Spartan Planning & Wealth Management bought 927 Morgan Stanley shares in Q2 2026, an estimated $184K.
Morgan Stanley made up 0.32% of Spartan Planning & Wealth Management's portfolio in Q2 2026, its #51 holding.
Spartan Planning & Wealth Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 10 quarters since.
Spartan Planning & Wealth Management's Morgan Stanley position peaked at $501K in Q4 2025.
863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.