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Stokes Capital Advisors’s Morgan Stanley MS Stock Holding History

Stokes Capital Advisors’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 		$7.62M Sell
36,469
-3,104
-8% -$615K 1.63% 25
2026
Q1 		$6.51M Buy
39,573
+19,378
+96% +$3.35M 1.46% 33
2025
Q4 		$3.59M Buy
+20,195
New +$3.37M 0.82% 49

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

Stokes Capital Advisors's MS Position: Q2 2026 in Review

Stokes Capital Advisors reduced its Morgan Stanley (MS) stake by 7.8% in Q2 2026, selling an estimated $615K and leaving 36,469 shares worth $7.62M. The position accounts for 1.63% of the portfolio, ranked #25.

Stokes Capital Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stokes Capital Advisors held 36,469 shares of Morgan Stanley worth $7.62M as of Q2 2026.
  • Stokes Capital Advisors sold 3,104 Morgan Stanley shares in Q2 2026, an estimated $615K.
  • Morgan Stanley made up 1.63% of Stokes Capital Advisors's portfolio in Q2 2026, its #25 holding.
  • Stokes Capital Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stokes Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.