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Stonebridge Financial Group (Pennsylvania)’s Morgan Stanley MS Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$208K Buy
+993
New +$197K 0.02% 266
2025
Q2 		– Sell
-291
Closed -$34K – 657
2025
Q1 		$34K Buy
291
+10
+4% +$1.29K ﹤0.01% 433
2024
Q4 		$35.3K Buy
+281
New +$34.6K ﹤0.01% 426

Other funds holding MS

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
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s MS Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in Morgan Stanley (MS) in Q2 2026: 993 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #266 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in MS as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in MS in Q4 2024 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 993 shares of Morgan Stanley worth $208K as of Q2 2026.
  • Morgan Stanley was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • Morgan Stanley made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #266 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Morgan Stanley in Q4 2024 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.