SFO
MS icon

Stenger Family Office’s Morgan Stanley MS Stock Holding History

Stenger Family Office’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 		$10.2M Buy
48,904
+5,409
+12% +$1.07M 1.62% 15
2026
Q1 		$7.16M Buy
43,495
+1,840
+4% +$319K 1.26% 20
2025
Q4 		$7.4M Buy
41,655
+2,959
+8% +$494K 1.53% 13
2025
Q3 		$6.42M Buy
38,696
+9,726
+34% +$1.44M 1.32% 19
2025
Q2 		$4.2M Buy
+28,970
New +$3.56M 1.08% 24
2024
Q4 		$3.47M Buy
+27,596
New +$3.4M 1.18% 20

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

Stenger Family Office's MS Position: Q2 2026 in Review

Stenger Family Office increased its Morgan Stanley (MS) stake by 12% in Q2 2026, buying an estimated $1.07M and bringing the position to 48,904 shares worth $10.2M. The position accounts for 1.62% of the portfolio, ranked #15.

Stenger Family Office first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 870 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stenger Family Office held 48,904 shares of Morgan Stanley worth $10.2M as of Q2 2026.
  • Stenger Family Office bought 5,409 Morgan Stanley shares in Q2 2026, an estimated $1.07M.
  • Morgan Stanley made up 1.62% of Stenger Family Office's portfolio in Q2 2026, its #15 holding.
  • Stenger Family Office first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 870 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stenger Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.