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SVB Wealth’s Morgan Stanley MS Stock Holding History

SVB 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 		$759K Sell
3,631
-356
-9% -$70.5K 0.05% 219
2026
Q1 		$656K Sell
3,987
-271
-6% -$46.9K 0.04% 240
2025
Q4 		$756K Sell
4,258
-196
-4% -$32.7K 0.04% 237
2025
Q3 		$708K Sell
4,454
-448
-9% -$66.2K 0.04% 260
2025
Q2 		$691K Buy
+4,902
New +$602K 0.04% 262
2025
Q1 		– Sell
-16,333
Closed -$2.05M – 1678
2024
Q4 		$2.05M Buy
+16,333
New +$2.01M 0.04% 226
2024
Q3 		– Sell
-15,462
Closed -$1.5M – 385
2024
Q2 		$1.5M Sell
15,462
-3,447
-18% -$328K 0.04% 263
2024
Q1 		$1.78M Sell
18,909
-49
-0.3% -$4.32K 0.04% 263
2023
Q4 		$1.77M Buy
18,958
+336
+2% +$26.9K 0.04% 254
2023
Q3 		$1.52M Buy
18,622
+442
+2% +$38.4K 0.03% 264
2023
Q2 		$1.55M Sell
18,180
-3,556
-16% -$304K 0.03% 272
2023
Q1 		$1.91M Sell
21,736
-407
-2% -$38K 0.03% 274
2022
Q4 		$1.88M Sell
22,143
-950
-4% -$81K 0.03% 279
2022
Q3 		$1.82M Buy
23,093
+3,479
+18% +$293K 0.03% 266
2022
Q2 		$1.49M Buy
19,614
+3,585
+22% +$294K 0.02% 252
2022
Q1 		$1.4M Buy
16,029
+332
+2% +$32K 0.02% 275
2021
Q4 		$1.54M Sell
15,697
-47,283
-75% -$4.71M 0.03% 250
2021
Q3 		$6.13M Sell
62,980
-404
-0.6% -$40K 0.08% 151
2021
Q2 		$5.81M Buy
63,384
+1,238
+2% +$106K 0.07% 158
2021
Q1 		$4.83M Buy
62,146
+29,452
+90% +$2.26M 0.07% 160
2020
Q4 		$2.24M Buy
32,694
+5,862
+22% +$336K 0.03% 219
2020
Q3 		$1.3M Buy
26,832
+5,017
+23% +$253K 0.02% 257
2020
Q2 		$1.05M Buy
21,815
+1,815
+9% +$76.2K 0.02% 264
2020
Q1 		$680K Buy
20,000
+8,310
+71% +$391K 0.02% 274
2019
Q4 		$598K Buy
11,690
+3,108
+36% +$147K 0.01% 379
2019
Q3 		$366K Buy
8,582
+683
+9% +$29.2K 0.01% 413
2019
Q2 		$346K Sell
7,899
-968
-11% -$43.2K 0.01% 426
2019
Q1 		$374K Sell
8,867
-304
-3% -$12.8K 0.01% 325
2018
Q4 		$364K Sell
9,171
-957
-9% -$41.8K 0.02% 330
2018
Q3 		$472K Sell
10,128
-561
-5% -$27.4K 0.02% 340
2018
Q2 		$507K Sell
10,689
-2,177
-17% -$114K 0.02% 328
2018
Q1 		$694K Sell
12,866
-1,538
-11% -$85.1K 0.03% 313
2017
Q4 		$756K Sell
14,404
-3,220
-18% -$163K 0.03% 298
2017
Q3 		$849K Sell
17,624
-1,420
-7% -$65.9K 0.03% 283
2017
Q2 		$849K Sell
19,044
-589
-3% -$25.4K 0.03% 280
2017
Q1 		$841K Buy
19,633
+776
+4% +$34.4K 0.03% 274
2016
Q4 		$797K Sell
18,857
-893
-5% -$33.8K 0.03% 276
2016
Q3 		$633K Buy
19,750
+867
+5% +$25.9K 0.03% 304
2016
Q2 		$491K Sell
18,883
-9,292
-33% -$243K 0.02% 349
2016
Q1 		$705K Sell
28,175
-5,073
-15% -$129K 0.03% 300
2015
Q4 		$1.06M Sell
33,248
-138,499
-81% -$4.6M 0.04% 261
2015
Q3 		$5.41M Sell
171,747
-3,030
-2% -$110K 0.21% 118
2015
Q2 		$6.78M Buy
174,777
+3,709
+2% +$141K 0.22% 113
2015
Q1 		$6.11M Buy
171,068
+20,378
+14% +$731K 0.2% 128
2014
Q4 		$5.85M Buy
+150,690
New +$5.36M 0.19% 127

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

SVB Wealth's MS Position: Q2 2026 in Review

SVB Wealth reduced its Morgan Stanley (MS) stake by 8.9% in Q2 2026, selling an estimated $70.5K and leaving 3,631 shares worth $759K. The position accounts for 0.05% of the portfolio, ranked #219.

SVB Wealth first reported a position in MS in Q4 2014 and has held it in 45 quarters since. The position peaked at $6.78M in Q2 2015. 984 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • SVB Wealth held 3,631 shares of Morgan Stanley worth $759K as of Q2 2026.
  • SVB Wealth sold 356 Morgan Stanley shares in Q2 2026, an estimated $70.5K.
  • Morgan Stanley made up 0.05% of SVB Wealth's portfolio in Q2 2026, its #219 holding.
  • SVB Wealth first reported a position in Morgan Stanley in Q4 2014 and has held it in 45 quarters since.
  • SVB Wealth's Morgan Stanley position peaked at $6.78M in Q2 2015.
  • 984 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.