Weatherly Asset Management’s Morgan Stanley MS Stock Holding History

Weatherly 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	$362K	Hold	1,732	–	–	0.03%	152
2026 Q1	$285K	Buy	1,732 +8	+0.5%	+$1.39K	0.02%	164
2025 Q4	$306K	Buy	1,724 +9	+0.5%	+$1.5K	0.02%	159
2025 Q3	$273K	Sell	1,715 -28	-2%	-$4.13K	0.02%	164
2025 Q2	$246K	Buy	1,743 +28	+2%	+$3.44K	0.02%	167
2025 Q1	$200K	Sell	1,715 -84	-5%	-$10.8K	0.02%	179
2024 Q4	$226K	Buy	+1,799	New	+$222K	0.02%	167
2022 Q3	–	Sell	-2,684	Closed	-$204K	–	177
2022 Q2	$204K	Hold	2,684	–	–	0.03%	180
2022 Q1	$235K	Hold	2,684	–	–	0.03%	186
2021 Q4	$263K	Hold	2,684	–	–	0.03%	178
2021 Q3	$261K	Hold	2,684	–	–	0.03%	176
2021 Q2	$246K	Hold	2,684	–	–	0.03%	183
2021 Q1	$208K	Buy	+2,684	New	+$206K	0.03%	188

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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

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

Weatherly Asset Management held its Morgan Stanley (MS) position steady in Q2 2026 at 1,732 shares worth $362K. The position accounts for 0.03% of the portfolio, ranked #152.

Weatherly Asset Management first reported a position in MS in Q1 2021 and has held it in 13 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Weatherly Asset Management held 1,732 shares of Morgan Stanley worth $362K as of Q2 2026.
Weatherly Asset Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.03% of Weatherly Asset Management's portfolio in Q2 2026, its #152 holding.
Weatherly Asset Management first reported a position in Morgan Stanley in Q1 2021 and has held it in 13 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.