TWM
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Tanager Wealth Management’s Morgan Stanley MS Stock Holding History

Tanager Wealth Management’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 		$687K Buy
3,288
+185
+6% +$36.6K 0.06% 79
2026
Q1 		$511K Buy
3,103
+203
+7% +$35.1K 0.05% 82
2025
Q4 		$515K Buy
2,900
+121
+4% +$20.2K 0.05% 77
2025
Q3 		$442K Buy
2,779
+114
+4% +$16.8K 0.05% 81
2025
Q2 		$375K Sell
2,665
-23
-0.9% -$2.83K 0.04% 87
2025
Q1 		$314K Buy
2,688
+231
+9% +$29.8K 0.04% 91
2024
Q4 		$309K Sell
2,457
-1,771
-42% -$218K 0.04% 85
2024
Q3 		$441K Buy
4,228
+378
+10% +$38.1K 0.06% 69
2024
Q2 		$374K Buy
3,850
+56
+1% +$5.33K 0.06% 68
2024
Q1 		$357K Buy
+3,794
New +$334K 0.06% 66
2023
Q4 		– Sell
-4,804
Closed -$392K – 84
2023
Q3 		$392K Buy
4,804
+52
+1% +$4.51K 0.08% 56
2023
Q2 		$406K Buy
4,752
+118
+3% +$10.1K 0.09% 58
2023
Q1 		$407K Sell
4,634
-269
-5% -$25.1K 0.1% 51
2022
Q4 		$417K Buy
+4,903
New +$418K 0.11% 50
2022
Q3 		– Sell
-3,945
Closed -$300K – 47
2022
Q2 		$300K Hold
3,945
– – 0.25% 32
2022
Q1 		$345K Buy
3,945
+1,044
+36% +$101K 0.26% 29
2021
Q4 		$285K Buy
+2,901
New +$289K 0.22% 30

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

Tanager Wealth Management's MS Position: Q2 2026 in Review

Tanager Wealth Management increased its Morgan Stanley (MS) stake by 6% in Q2 2026, buying an estimated $36.6K and bringing the position to 3,288 shares worth $687K. The position accounts for 0.06% of the portfolio, ranked #79.

Tanager Wealth Management first reported a position in MS in Q4 2021 and has held it in 17 quarters since. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Tanager Wealth Management held 3,288 shares of Morgan Stanley worth $687K as of Q2 2026.
  • Tanager Wealth Management bought 185 Morgan Stanley shares in Q2 2026, an estimated $36.6K.
  • Morgan Stanley made up 0.06% of Tanager Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Tanager Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 17 quarters since.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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