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Walkner Condon Financial Advisors’s Morgan Stanley MS Stock Holding History

Walkner Condon 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 		$406K Buy
1,942
+92
+5% +$18.2K 0.05% 219
2026
Q1 		$304K Buy
1,850
+51
+3% +$8.83K 0.04% 242
2025
Q4 		$319K Buy
1,799
+111
+7% +$18.5K 0.04% 233
2025
Q3 		$268K Buy
1,688
+92
+6% +$13.6K 0.04% 244
2025
Q2 		$225K Buy
+1,596
New +$196K 0.04% 256

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

Walkner Condon Financial Advisors's MS Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Morgan Stanley (MS) stake by 5% in Q2 2026, buying an estimated $18.2K and bringing the position to 1,942 shares worth $406K. The position accounts for 0.05% of the portfolio, ranked #219.

Walkner Condon Financial Advisors first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Walkner Condon Financial Advisors held 1,942 shares of Morgan Stanley worth $406K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 92 Morgan Stanley shares in Q2 2026, an estimated $18.2K.
  • Morgan Stanley made up 0.05% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #219 holding.
  • Walkner Condon Financial Advisors first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.