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Stolper & Co’s Morgan Stanley MS Stock Holding History

Stolper & Co’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 		$4.94M Buy
23,635
+6,193
+36% +$1.23M 1.28% 28
2026
Q1 		$6.46M Sell
17,442
-7,402
-30% -$1.28M 1.83% 22
2025
Q4 		$4.41M Buy
24,844
+12
+0% +$2K 1.3% 28
2025
Q3 		$3.95M Buy
24,832
+52
+0.2% +$7.68K 1.2% 28
2025
Q2 		$3.49M Buy
24,780
+172
+0.7% +$21.1K 1.15% 30
2025
Q1 		$2.87M Buy
24,608
+85
+0.3% +$11K 0.94% 32
2024
Q4 		$3.08M Sell
24,523
-9
-0% -$1.11K 1.03% 30
2024
Q3 		$2.56M Sell
24,532
-256
-1% -$25.8K 0.84% 34
2024
Q2 		$2.41M Buy
24,788
+210
+0.9% +$20K 0.85% 33
2024
Q1 		$2.31M Buy
24,578
+2,255
+10% +$199K 0.83% 34
2023
Q4 		$2.08M Sell
22,323
-2,282
-9% -$183K 0.84% 32
2023
Q3 		$2.01M Buy
24,605
+662
+3% +$57.5K 0.87% 33
2023
Q2 		$2.04M Buy
23,943
+378
+2% +$32.3K 0.86% 32
2023
Q1 		$2.07M Buy
23,565
+398
+2% +$37.1K 0.89% 34
2022
Q4 		$1.97M Sell
23,167
-4,108
-15% -$350K 0.86% 36
2022
Q3 		$2.15M Buy
27,275
+2,048
+8% +$173K 1.06% 33
2022
Q2 		$1.92M Buy
25,227
+1,387
+6% +$114K 0.9% 39
2022
Q1 		$2.08M Buy
+23,840
New +$2.3M 0.88% 38

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Stolper & Co's MS Position: Q2 2026 in Review

Stolper & Co increased its Morgan Stanley (MS) stake by 36% in Q2 2026, buying an estimated $1.23M and bringing the position to 23,635 shares worth $4.94M. The position accounts for 1.28% of the portfolio, ranked #28.

Stolper & Co first reported a position in MS in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.46M in Q1 2026. 547 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stolper & Co held 23,635 shares of Morgan Stanley worth $4.94M as of Q2 2026.
  • Stolper & Co bought 6,193 Morgan Stanley shares in Q2 2026, an estimated $1.23M.
  • Morgan Stanley made up 1.28% of Stolper & Co's portfolio in Q2 2026, its #28 holding.
  • Stolper & Co first reported a position in Morgan Stanley in Q1 2022 and has held it in 18 quarters since.
  • Stolper & Co's Morgan Stanley position peaked at $6.46M in Q1 2026.
  • 547 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stolper & Co's 13F filing for Q2 2026, filed 14 Jul 2026.