SWM
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Spire Wealth Management’s Morgan Stanley MS Stock Holding History

Spire 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 		$1.9M Buy
9,096
+640
+8% +$127K 0.06% 283
2026
Q1 		$1.39M Sell
8,456
-330
-4% -$57.1K 0.05% 330
2025
Q4 		$1.56M Buy
8,786
+400
+5% +$66.7K 0.05% 309
2025
Q3 		$1.33M Sell
8,386
-368
-4% -$54.3K 0.05% 328
2025
Q2 		$1.23M Sell
8,754
-3,914
-31% -$481K 0.04% 323
2025
Q1 		$1.48M Buy
12,668
+1,010
+9% +$130K 0.05% 317
2024
Q4 		$1.47M Buy
11,658
+211
+2% +$26K 0.05% 306
2024
Q3 		$1.19M Buy
11,447
+68
+0.6% +$6.85K 0.04% 339
2024
Q2 		$1.11M Sell
11,379
-4,598
-29% -$438K 0.04% 326
2024
Q1 		$1.5M Buy
15,977
+1,354
+9% +$119K 0.03% 290
2023
Q4 		$1.25M Sell
14,623
-1,294
-8% -$104K 0.04% 316
2023
Q3 		$1.3M Buy
15,917
+3,978
+33% +$345K 0.05% 280
2023
Q2 		$1.02M Sell
11,939
-2,438
-17% -$209K 0.04% 347
2023
Q1 		$1.26M Buy
14,377
+5,058
+54% +$472K 0.05% 304
2022
Q4 		$792K Buy
9,319
+619
+7% +$52.8K 0.04% 270
2022
Q3 		$687K Sell
8,700
-6,417
-42% -$541K 0.04% 278
2022
Q2 		$1.15M Sell
15,117
-7,425
-33% -$608K 0.05% 303
2022
Q1 		$1.97M Sell
22,542
-88
-0.4% -$8.49K 0.05% 278
2021
Q4 		$2.23M Buy
22,630
+844
+4% +$84.1K 0.05% 293
2021
Q3 		$2.12M Buy
21,786
+1,867
+9% +$185K 0.06% 272
2021
Q2 		$1.83M Buy
19,919
+3,000
+18% +$257K 0.05% 308
2021
Q1 		$1.27M Buy
+16,919
New +$1.3M 0.03% 378

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
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Spire Wealth Management's MS Position: Q2 2026 in Review

Spire Wealth Management increased its Morgan Stanley (MS) stake by 7.6% in Q2 2026, buying an estimated $127K and bringing the position to 9,096 shares worth $1.9M. The position accounts for 0.06% of the portfolio, ranked #283.

Spire Wealth Management first reported a position in MS in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.23M in Q4 2021. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Spire Wealth Management held 9,096 shares of Morgan Stanley worth $1.9M as of Q2 2026.
  • Spire Wealth Management bought 640 Morgan Stanley shares in Q2 2026, an estimated $127K.
  • Morgan Stanley made up 0.06% of Spire Wealth Management's portfolio in Q2 2026, its #283 holding.
  • Spire Wealth Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Morgan Stanley position peaked at $2.23M in Q4 2021.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.