WAM
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Walker Asset Management’s Morgan Stanley MS Stock Holding History

Walker Asset 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 		$259K Buy
1,237
+4
+0.3% +$792 0.13% 129
2026
Q1 		$203K Buy
1,233
+4
+0.3% +$693 0.11% 139
2025
Q4 		$218K Buy
+1,229
New +$205K 0.12% 129

Other funds holding MS

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Walker Asset Management's MS Position: Q2 2026 in Review

Walker Asset Management increased its Morgan Stanley (MS) stake by 0.32% in Q2 2026, buying an estimated $792 and bringing the position to 1,237 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #129.

Walker Asset Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Walker Asset Management held 1,237 shares of Morgan Stanley worth $259K as of Q2 2026.
  • Walker Asset Management bought 4 Morgan Stanley shares in Q2 2026, an estimated $792.
  • Morgan Stanley made up 0.13% of Walker Asset Management's portfolio in Q2 2026, its #129 holding.
  • Walker Asset Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Walker Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.