SW
MS icon

StrongBox Wealth’s Morgan Stanley MS Stock Holding History

StrongBox Wealth’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 		$79K Buy
+378
New +$74.9K 0.02% 140

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

StrongBox Wealth's MS Position: Q2 2026 in Review

StrongBox Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 378 shares worth $79K. The stake represents 0.02% of the portfolio and ranks #140 among its holdings.

863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • StrongBox Wealth held 378 shares of Morgan Stanley worth $79K as of Q2 2026.
  • Morgan Stanley was a new StrongBox Wealth position in Q2 2026.
  • Morgan Stanley made up 0.02% of StrongBox Wealth's portfolio in Q2 2026, its #140 holding.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on StrongBox Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.