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UHLMANN PRICE SECURITIES’s Morgan Stanley MS Stock Holding History

UHLMANN PRICE SECURITIES’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 		$250K Buy
+1,198
New +$237K 0.01% 235
2026
Q1 		– Sell
-1,150
Closed -$204K – 261
2025
Q4 		$204K Sell
1,150
-215
-16% -$35.9K 0.12% 173
2025
Q3 		$217K Buy
+1,365
New +$202K 0.13% 163

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

UHLMANN PRICE SECURITIES's MS Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES opened a new position in Morgan Stanley (MS) in Q2 2026: 1,198 shares worth $250K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings. This is a return to the name: UHLMANN PRICE SECURITIES previously reported a position in MS as recently as Q4 2025.

UHLMANN PRICE SECURITIES first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • UHLMANN PRICE SECURITIES held 1,198 shares of Morgan Stanley worth $250K as of Q2 2026.
  • Morgan Stanley was a new UHLMANN PRICE SECURITIES position in Q2 2026.
  • Morgan Stanley made up 0.01% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #235 holding.
  • UHLMANN PRICE SECURITIES first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.