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Waldron Private Wealth’s Morgan Stanley MS Stock Holding History

Waldron Private Wealth’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 		$762K Sell
3,644
-17
-0.5% -$3.37K 0.03% 177
2026
Q1 		$602K Buy
3,661
+51
+1% +$8.83K 0.02% 194
2025
Q4 		$641K Buy
3,610
+188
+5% +$31.4K 0.03% 183
2025
Q3 		$544K Buy
3,422
+136
+4% +$20.1K 0.02% 194
2025
Q2 		$463K Sell
3,286
-104
-3% -$12.8K 0.02% 198
2025
Q1 		$396K Sell
3,390
-4,279
-56% -$551K 0.02% 206
2024
Q4 		$964K Buy
7,669
+210
+3% +$25.9K 0.04% 175
2024
Q3 		$778K Sell
7,459
-506
-6% -$51K 0.03% 190
2024
Q2 		$774K Buy
7,965
+111
+1% +$10.6K 0.03% 180
2024
Q1 		$740K Buy
7,854
+976
+14% +$86K 0.03% 193
2023
Q4 		$641K Buy
6,878
+571
+9% +$45.7K 0.03% 203
2023
Q3 		$515K Buy
6,307
+85
+1% +$7.38K 0.03% 227
2023
Q2 		$531K Sell
6,222
-2,818
-31% -$241K 0.03% 219
2023
Q1 		$794K Sell
9,040
-205
-2% -$19.1K 0.04% 194
2022
Q4 		$730K Hold
9,245
– – 0.05% 192
2022
Q3 		$730K Buy
9,245
+974
+12% +$82.1K 0.05% 192
2022
Q2 		$629K Buy
8,271
+488
+6% +$40K 0.04% 215
2022
Q1 		$680K Buy
7,783
+621
+9% +$59.9K 0.03% 222
2021
Q4 		$703K Buy
7,162
+402
+6% +$40K 0.03% 219
2021
Q3 		$657K Buy
6,760
+1,403
+26% +$139K 0.04% 195
2021
Q2 		$491K Sell
5,357
-36
-0.7% -$3.09K 0.03% 206
2021
Q1 		$418K Buy
5,393
+1,934
+56% +$148K 0.03% 207
2020
Q4 		$237K Buy
+3,459
New +$198K 0.02% 263

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

Waldron Private Wealth's MS Position: Q2 2026 in Review

Waldron Private Wealth reduced its Morgan Stanley (MS) stake by 0.46% in Q2 2026, selling an estimated $3.37K and leaving 3,644 shares worth $762K. The position accounts for 0.03% of the portfolio, ranked #177.

Waldron Private Wealth first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $964K in Q4 2024. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Waldron Private Wealth held 3,644 shares of Morgan Stanley worth $762K as of Q2 2026.
  • Waldron Private Wealth sold 17 Morgan Stanley shares in Q2 2026, an estimated $3.37K.
  • Morgan Stanley made up 0.03% of Waldron Private Wealth's portfolio in Q2 2026, its #177 holding.
  • Waldron Private Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Waldron Private Wealth's Morgan Stanley position peaked at $964K in Q4 2024.
  • 961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.