Strategic Financial Concepts’s Morgan Stanley MS Stock Holding History

Strategic Financial Concepts’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	$541K	Buy	2,587 +289	+13%	+$57.2K	0.16%	127
2026 Q1	$378K	Buy	+2,298	New	+$398K	0.09%	184
2025 Q4	–	Sell	-2,315	Closed	-$368K	–	232
2025 Q3	$368K	Sell	2,315 -294	-11%	-$43.4K	0.05%	174
2025 Q2	$367K	Sell	2,609 -506	-16%	-$62.1K	0.05%	178
2025 Q1	$363K	Sell	3,115 -1,498	-32%	-$193K	0.07%	215
2024 Q4	$580K	Buy	+4,613	New	+$568K	0.11%	166
2024 Q3	–	Sell	-52,591	Closed	-$6.34K	–	530
2024 Q2	$6.34K	Buy	+52,591	New	+$5.01M	﹤0.01%	456

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Strategic Financial Concepts's MS Position: Q2 2026 in Review

Strategic Financial Concepts increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,587 shares worth $541K. The position accounts for 0.16% of the portfolio, ranked #127.

Strategic Financial Concepts first reported a position in MS in Q2 2024 and has held it in 7 quarters since. The position peaked at $580K in Q4 2024. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Strategic Financial Concepts held 2,587 shares of Morgan Stanley worth $541K as of Q2 2026.
Strategic Financial Concepts bought 289 Morgan Stanley shares in Q2 2026, an estimated $57.2K.
Morgan Stanley made up 0.16% of Strategic Financial Concepts's portfolio in Q2 2026, its #127 holding.
Strategic Financial Concepts first reported a position in Morgan Stanley in Q2 2024 and has held it in 7 quarters since.
Strategic Financial Concepts's Morgan Stanley position peaked at $580K in Q4 2024.
949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.