WCM
MS icon

Washburn Capital Management’s Morgan Stanley MS Stock Holding History

Washburn Capital 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 		$941K Sell
4,503
-171
-4% -$33.9K 0.46% 32
2026
Q1 		$769K Buy
4,674
+50
+1% +$8.66K 0.45% 32
2025
Q4 		$821K Sell
4,624
-18
-0.4% -$3K 0.45% 30
2025
Q3 		$738K Sell
4,642
-854
-16% -$126K 0.41% 33
2025
Q2 		$774K Buy
5,496
+6
+0.1% +$737 0.45% 29
2025
Q1 		$641K Sell
5,490
-196
-3% -$25.3K 0.42% 28
2024
Q4 		$715K Buy
5,686
+6
+0.1% +$739 0.44% 25
2024
Q3 		$592K Sell
5,680
-896
-14% -$90.2K 0.42% 23
2024
Q2 		$639K Sell
6,576
-865
-12% -$82.3K 0.46% 25
2024
Q1 		$701K Sell
7,441
-3,290
-31% -$290K 0.52% 26
2023
Q4 		$1M Sell
10,731
-195
-2% -$15.6K 0.75% 20
2023
Q3 		$892K Sell
10,926
-190
-2% -$16.5K 0.75% 23
2023
Q2 		$949K Sell
11,116
-2,175
-16% -$186K 0.79% 21
2023
Q1 		$1.17M Sell
13,291
-1,810
-12% -$169K 1.01% 17
2022
Q4 		$1.28M Buy
15,101
+496
+3% +$42.3K 1.17% 15
2022
Q3 		$1.15M Buy
14,605
+680
+5% +$57.3K 1.1% 18
2022
Q2 		$1.06M Buy
13,925
+1,110
+9% +$90.9K 0.91% 20
2022
Q1 		$1.12M Buy
12,815
+1,950
+18% +$188K 0.73% 23
2021
Q4 		$1.07M Buy
10,865
+1,375
+14% +$137K 0.63% 25
2021
Q3 		$923K Buy
9,490
+1,770
+23% +$175K 0.6% 29
2021
Q2 		$708K Buy
7,720
+660
+9% +$56.6K 0.47% 33
2021
Q1 		$548K Buy
7,060
+3,330
+89% +$255K 0.37% 43
2020
Q4 		$256K Buy
+3,730
New +$214K 0.18% 54

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

Washburn Capital Management's MS Position: Q2 2026 in Review

Washburn Capital Management reduced its Morgan Stanley (MS) stake by 3.7% in Q2 2026, selling an estimated $33.9K and leaving 4,503 shares worth $941K. The position accounts for 0.46% of the portfolio, ranked #32.

Washburn Capital Management first reported a position in MS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.28M in Q4 2022. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Washburn Capital Management held 4,503 shares of Morgan Stanley worth $941K as of Q2 2026.
  • Washburn Capital Management sold 171 Morgan Stanley shares in Q2 2026, an estimated $33.9K.
  • Morgan Stanley made up 0.46% of Washburn Capital Management's portfolio in Q2 2026, its #32 holding.
  • Washburn Capital Management first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • Washburn Capital Management's Morgan Stanley position peaked at $1.28M in Q4 2022.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Washburn Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.