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TLWM Financial’s Morgan Stanley MS Stock Holding History

TLWM Financial’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 		$2.5M Sell
11,940
-142
-1% -$28.1K 0.41% 19
2026
Q1 		$1.99M Buy
12,082
+741
+7% +$128K 0.36% 22
2025
Q4 		$2.01M Sell
11,341
-3,205
-22% -$535K 0.37% 25
2025
Q3 		$2.31M Buy
14,546
+755
+5% +$111K 0.42% 20
2025
Q2 		$1.94M Sell
13,791
-72
-0.5% -$8.84K 0.37% 22
2025
Q1 		$1.62M Buy
13,863
+248
+2% +$32K 0.32% 28
2024
Q4 		$1.71M Buy
13,615
+584
+4% +$71.9K 0.34% 23
2024
Q3 		$1.36M Sell
13,031
-240
-2% -$24.2K 0.28% 28
2024
Q2 		$1.29M Buy
13,271
+51
+0.4% +$4.86K 0.28% 28
2024
Q1 		$1.24M Sell
13,220
-255
-2% -$22.5K 0.28% 30
2023
Q4 		$1.26M Buy
13,475
+84
+0.6% +$6.72K 0.3% 26
2023
Q3 		$1.09M Buy
13,391
+470
+4% +$40.8K 0.29% 28
2023
Q2 		$1.1M Buy
12,921
+163
+1% +$13.9K 0.32% 28
2023
Q1 		$1.12M Sell
12,758
-96
-0.7% -$8.96K 0.36% 25
2022
Q4 		$1.09M Buy
12,854
+5,322
+71% +$454K 0.4% 25
2022
Q3 		$642K Sell
7,532
-5,096
-40% -$430K 0.28% 42
2022
Q2 		$961K Sell
12,628
-262
-2% -$21.5K 0.37% 21
2022
Q1 		$1.13M Buy
12,890
+669
+5% +$64.5K 0.39% 26
2021
Q4 		$1.2M Buy
12,221
+644
+6% +$64.2K 0.4% 26
2021
Q3 		$1.13M Buy
11,577
+483
+4% +$47.9K 0.43% 22
2021
Q2 		$1.02M Buy
11,094
+172
+2% +$14.7K 0.36% 27
2021
Q1 		$849K Buy
10,922
+265
+2% +$20.3K 0.32% 31
2020
Q4 		$730K Buy
10,657
+63
+0.6% +$3.62K 0.29% 32
2020
Q3 		$510K Buy
10,594
+433
+4% +$21.8K 0.24% 42
2020
Q2 		$488K Sell
10,161
-90
-0.9% -$3.78K 0.29% 38
2020
Q1 		$346K Sell
10,251
-300
-3% -$14.1K 0.2% 47
2019
Q4 		$538K Sell
10,551
-116
-1% -$5.49K 0.26% 41
2019
Q3 		$461K Sell
10,667
-375
-3% -$16K 0.24% 42
2019
Q2 		$487K Sell
11,042
-335
-3% -$14.9K 0.28% 43
2019
Q1 		$481K Sell
11,377
-556
-5% -$23.4K 0.27% 39
2018
Q4 		$502K Buy
11,933
+549
+5% +$24K 0.3% 37
2018
Q3 		$530K Buy
11,384
+200
+2% +$9.77K 0.31% 34
2018
Q2 		$528K Buy
+11,184
New +$584K 0.33% 31

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

TLWM Financial's MS Position: Q2 2026 in Review

TLWM Financial reduced its Morgan Stanley (MS) stake by 1.2% in Q2 2026, selling an estimated $28.1K and leaving 11,940 shares worth $2.5M. The position accounts for 0.41% of the portfolio, ranked #19.

TLWM Financial first reported a position in MS in Q2 2018 and has held it in 33 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • TLWM Financial held 11,940 shares of Morgan Stanley worth $2.5M as of Q2 2026.
  • TLWM Financial sold 142 Morgan Stanley shares in Q2 2026, an estimated $28.1K.
  • Morgan Stanley made up 0.41% of TLWM Financial's portfolio in Q2 2026, its #19 holding.
  • TLWM Financial first reported a position in Morgan Stanley in Q2 2018 and has held it in 33 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on TLWM Financial's 13F filing for Q2 2026, filed 7 Jul 2026.