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Team Financial Group’s Morgan Stanley MS Stock Holding History

Team Financial 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 		– Sell
-276
Closed -$45.4K – 180
2026
Q1 		$45.4K Hold
276
– – 0.02% 122
2025
Q4 		$49K Hold
276
– – 0.02% 105
2025
Q3 		$43.9K Hold
276
– – 0.02% 104
2025
Q2 		$38.9K Buy
+276
New +$33.9K 0.02% 102

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

Team Financial Group's MS Position: Q2 2026 in Review

Team Financial Group sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 276 shares — an estimated $45.4K sold.

Team Financial Group first reported a position in MS in Q2 2025 and held it in 4 quarters. The position peaked at $49K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Team Financial Group reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 276 Morgan Stanley shares in Q2 2026, an estimated $45.4K.
  • Team Financial Group first reported a position in Morgan Stanley in Q2 2025 and held it in 4 quarters.
  • Team Financial Group's Morgan Stanley position peaked at $49K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.