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Valeo Financial Advisors’s Morgan Stanley MS Stock Holding History

Valeo Financial Advisors’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 		$3.03M Buy
14,476
+655
+5% +$130K 0.06% 131
2026
Q1 		$2.27M Sell
13,821
-3,597
-21% -$623K 0.05% 147
2025
Q4 		$3.09M Buy
17,418
+343
+2% +$57.2K 0.07% 130
2025
Q3 		$2.71M Sell
17,075
-1,513
-8% -$223K 0.06% 135
2025
Q2 		$2.62M Buy
18,588
+1,696
+10% +$208K 0.06% 139
2025
Q1 		$1.97M Buy
16,892
+156
+0.9% +$20.1K 0.05% 160
2024
Q4 		$2.1M Buy
16,736
+70
+0.4% +$8.62K 0.06% 150
2024
Q3 		$1.74M Sell
16,666
-650
-4% -$65.5K 0.05% 172
2024
Q2 		$1.68M Sell
17,316
-1,393
-7% -$133K 0.05% 166
2024
Q1 		$1.76M Buy
18,709
+1,931
+12% +$170K 0.06% 161
2023
Q4 		$1.56M Sell
16,778
-410
-2% -$32.8K 0.06% 163
2023
Q3 		$1.4M Sell
17,188
-68
-0.4% -$5.9K 0.06% 160
2023
Q2 		$1.47M Buy
17,256
+1,719
+11% +$147K 0.07% 155
2023
Q1 		$1.36M Buy
15,537
+2,302
+17% +$215K 0.07% 180
2022
Q4 		$1.13M Buy
13,235
+4,271
+48% +$364K 0.06% 175
2022
Q3 		$708K Buy
8,964
+492
+6% +$41.5K 0.05% 207
2022
Q2 		$644K Sell
8,472
-3,251
-28% -$266K 0.04% 218
2022
Q1 		$1.02M Buy
11,723
+3,595
+44% +$347K 0.05% 199
2021
Q4 		$798K Buy
8,128
+745
+10% +$74.2K 0.04% 221
2021
Q3 		$718K Buy
7,383
+998
+16% +$98.9K 0.04% 232
2021
Q2 		$585K Sell
6,385
-225
-3% -$19.3K 0.04% 239
2021
Q1 		$513K Sell
6,610
-263
-4% -$20.2K 0.02% 270
2020
Q4 		$471K Buy
6,873
+2,776
+68% +$159K 0.02% 259
2020
Q3 		$198K Sell
4,097
-2,197
-35% -$111K 0.02% 330
2020
Q2 		$304K Buy
6,294
+2,226
+55% +$93.5K 0.03% 250
2020
Q1 		$166K Buy
4,068
+654
+19% +$30.8K 0.02% 327
2019
Q4 		$175K Buy
3,414
+580
+20% +$27.5K 0.02% 345
2019
Q3 		$121K Buy
2,834
+18
+0.6% +$769 0.01% 391
2019
Q2 		$123K Sell
2,816
-95
-3% -$4.24K 0.01% 390
2019
Q1 		$123K Buy
2,911
+704
+32% +$29.6K 0.01% 370
2018
Q4 		$88K Buy
2,207
+9
+0.4% +$393 0.01% 404
2018
Q3 		$100K Buy
2,198
+218
+11% +$10.6K 0.01% 399
2018
Q2 		$94K Buy
1,980
+55
+3% +$2.87K 0.01% 404
2018
Q1 		$104K Buy
1,925
+1,430
+289% +$79.2K 0.02% 360
2017
Q4 		$26K Buy
495
+246
+99% +$12.4K ﹤0.01% 613
2017
Q3 		$12K Buy
+249
New +$11.5K ﹤0.01% 664

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

Valeo Financial Advisors's MS Position: Q2 2026 in Review

Valeo Financial Advisors increased its Morgan Stanley (MS) stake by 4.7% in Q2 2026, buying an estimated $130K and bringing the position to 14,476 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #131.

Valeo Financial Advisors first reported a position in MS in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.09M in Q4 2025. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Valeo Financial Advisors held 14,476 shares of Morgan Stanley worth $3.03M as of Q2 2026.
  • Valeo Financial Advisors bought 655 Morgan Stanley shares in Q2 2026, an estimated $130K.
  • Morgan Stanley made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #131 holding.
  • Valeo Financial Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 36 quarters since.
  • Valeo Financial Advisors's Morgan Stanley position peaked at $3.09M in Q4 2025.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.