Thurston Springer Miller Herd & Titak’s Morgan Stanley MS Stock Holding History

Thurston Springer Miller Herd & Titak’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	$439K	Buy	2,102 +263	+14%	+$52.1K	0.16%	155
2026 Q1	$303K	Sell	1,839 -319	-15%	-$55.2K	0.13%	186
2025 Q4	$383K	Buy	2,158 +1,791	+488%	+$299K	0.13%	171
2025 Q3	$58.3K	Sell	367 -2,447	-87%	-$361K	0.12%	193
2025 Q2	$396K	Sell	2,814 -622	-18%	-$76.4K	0.05%	274
2025 Q1	$401K	Buy	3,436 +1,096	+47%	+$141K	0.07%	217
2024 Q4	$294K	Buy	2,340 +344	+17%	+$42.4K	0.06%	229
2024 Q3	$208K	Sell	1,996 -61	-3%	-$6.14K	0.06%	290
2024 Q2	$200K	Buy	+2,057	New	+$196K	0.06%	304

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's MS Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $52.1K and bringing the position to 2,102 shares worth $439K. The position accounts for 0.16% of the portfolio, ranked #155.

Thurston Springer Miller Herd & Titak first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Thurston Springer Miller Herd & Titak held 2,102 shares of Morgan Stanley worth $439K as of Q2 2026.
Thurston Springer Miller Herd & Titak bought 263 Morgan Stanley shares in Q2 2026, an estimated $52.1K.
Morgan Stanley made up 0.16% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #155 holding.
Thurston Springer Miller Herd & Titak first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.