SPWG
MS icon

Syntegra Private Wealth Group’s Morgan Stanley MS Stock Holding History

Syntegra Private Wealth 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 		$202K Buy
+964
New +$191K 0.02% 197
2026
Q1 		– Sell
-1,322
Closed -$235K – 197
2025
Q4 		$235K Buy
1,322
+46
+4% +$7.67K 0.02% 176
2025
Q3 		$203K Buy
+1,276
New +$188K 0.02% 186

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

Syntegra Private Wealth Group's MS Position: Q2 2026 in Review

Syntegra Private Wealth Group opened a new position in Morgan Stanley (MS) in Q2 2026: 964 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #197 among its holdings. This is a return to the name: Syntegra Private Wealth Group previously reported a position in MS as recently as Q4 2025.

Syntegra Private Wealth Group first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $235K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Syntegra Private Wealth Group held 964 shares of Morgan Stanley worth $202K as of Q2 2026.
  • Morgan Stanley was a new Syntegra Private Wealth Group position in Q2 2026.
  • Morgan Stanley made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #197 holding.
  • Syntegra Private Wealth Group first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Syntegra Private Wealth Group's Morgan Stanley position peaked at $235K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.