Waddell & Associates’s Morgan Stanley MS Stock Holding History

Waddell & Associates’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	$758K	Buy	3,628 +262	+8%	+$51.9K	0.04%	170
2026 Q1	$554K	Buy	3,366 +135	+4%	+$23.4K	0.03%	211
2025 Q4	$574K	Buy	3,231 +164	+5%	+$27.4K	0.04%	148
2025 Q3	$488K	Buy	3,067 +286	+10%	+$42.2K	0.04%	140
2025 Q2	$392K	Sell	2,781 -336	-11%	-$41.3K	0.04%	133
2025 Q1	$364K	Buy	3,117 +5	+0.2%	+$644	0.04%	108
2024 Q4	$391K	Hold	3,112	–	–	0.04%	102
2024 Q3	$324K	Sell	3,112 -66	-2%	-$6.65K	0.04%	113
2024 Q2	$309K	Buy	3,178 +143	+5%	+$13.6K	0.04%	107
2024 Q1	$286K	Buy	3,035 +14	+0.5%	+$1.23K	0.04%	115
2023 Q4	$292K	Sell	3,021 -1,250	-29%	-$100K	0.04%	120
2023 Q3	$349K	Sell	4,271 -101	-2%	-$8.77K	0.05%	109
2023 Q2	$373K	Buy	4,372 +55	+1%	+$4.7K	0.05%	98
2023 Q1	$379K	Buy	4,317 +83	+2%	+$7.75K	0.06%	92
2022 Q4	$360K	Buy	+4,234	New	+$361K	0.06%	97

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Waddell & Associates's MS Position: Q2 2026 in Review

Waddell & Associates increased its Morgan Stanley (MS) stake by 7.8% in Q2 2026, buying an estimated $51.9K and bringing the position to 3,628 shares worth $758K. The position accounts for 0.04% of the portfolio, ranked #170.

Waddell & Associates first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 667 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Waddell & Associates held 3,628 shares of Morgan Stanley worth $758K as of Q2 2026.
Waddell & Associates bought 262 Morgan Stanley shares in Q2 2026, an estimated $51.9K.
Morgan Stanley made up 0.04% of Waddell & Associates's portfolio in Q2 2026, its #170 holding.
Waddell & Associates first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
667 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.