Trueblood Wealth Management’s Morgan Stanley MS Stock Holding History

Trueblood 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	$1.04M	Buy	4,990 +428	+9%	+$84.8K	0.36%	90
2026 Q1	$751K	Sell	4,562 -3	-0.1%	-$519	0.29%	109
2025 Q4	$810K	Buy	4,565 +809	+22%	+$135K	0.32%	100
2025 Q3	$597K	Buy	3,756 +24	+0.6%	+$3.54K	0.23%	127
2025 Q2	$526K	Buy	3,732 +276	+8%	+$33.9K	0.22%	135
2025 Q1	$403K	Buy	3,456 +376	+12%	+$48.4K	0.19%	151
2024 Q4	$387K	Hold	3,080	–	–	0.19%	159
2024 Q3	$321K	Hold	3,080	–	–	0.16%	169
2024 Q2	$299K	Hold	3,080	–	–	0.17%	163
2024 Q1	$290K	Hold	3,080	–	–	0.17%	159
2023 Q4	$287K	Buy	+3,080	New	+$246K	0.18%	161

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Trueblood Wealth Management increased its Morgan Stanley (MS) stake by 9.4% in Q2 2026, buying an estimated $84.8K and bringing the position to 4,990 shares worth $1.04M. The position accounts for 0.36% of the portfolio, ranked #90.

Trueblood Wealth Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Trueblood Wealth Management held 4,990 shares of Morgan Stanley worth $1.04M as of Q2 2026.
Trueblood Wealth Management bought 428 Morgan Stanley shares in Q2 2026, an estimated $84.8K.
Morgan Stanley made up 0.36% of Trueblood Wealth Management's portfolio in Q2 2026, its #90 holding.
Trueblood Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.