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Strategic Planning Group’s Morgan Stanley MS Stock Holding History

Strategic Planning Group’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 		$15.2M Buy
72,568
+1,929
+3% +$382K 1.65% 23
2026
Q1 		$11.6M Sell
70,639
-5,029
-7% -$871K 1.63% 24
2025
Q4 		$13.4M Buy
75,668
+4,256
+6% +$710K 1.73% 15
2025
Q3 		$11.4M Buy
71,412
+17,380
+32% +$2.57M 1.53% 19
2025
Q2 		$7.61M Buy
+54,032
New +$6.64M 1.24% 25

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Strategic Planning Group's MS Position: Q2 2026 in Review

Strategic Planning Group increased its Morgan Stanley (MS) stake by 2.7% in Q2 2026, buying an estimated $382K and bringing the position to 72,568 shares worth $15.2M. The position accounts for 1.65% of the portfolio, ranked #23.

Strategic Planning Group first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Strategic Planning Group held 72,568 shares of Morgan Stanley worth $15.2M as of Q2 2026.
  • Strategic Planning Group bought 1,929 Morgan Stanley shares in Q2 2026, an estimated $382K.
  • Morgan Stanley made up 1.65% of Strategic Planning Group's portfolio in Q2 2026, its #23 holding.
  • Strategic Planning Group first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 529 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.