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Wedmont Private Capital’s Morgan Stanley MS Stock Holding History

Wedmont Private Capital’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 		$3.23M Buy
14,551
+125
+0.9% +$24.8K 0.09% 127
2026
Q1 		$2.54M Buy
14,426
+804
+6% +$139K 0.08% 139
2025
Q4 		$2.52M Sell
13,622
-616
-4% -$103K 0.09% 141
2025
Q3 		$2.22M Buy
14,238
+714
+5% +$105K 0.08% 143
2025
Q2 		$1.91M Buy
13,524
+1,126
+9% +$138K 0.08% 150
2025
Q1 		$1.34M Buy
12,398
+426
+4% +$54.9K 0.07% 180
2024
Q4 		$1.48M Buy
11,972
+1,249
+12% +$154K 0.08% 153
2024
Q3 		$1.15M Buy
10,723
+649
+6% +$65.4K 0.07% 185
2024
Q2 		$1.05M Buy
10,074
+1,594
+19% +$152K 0.07% 189
2024
Q1 		$798K Buy
8,480
+833
+11% +$73.4K 0.06% 222
2023
Q4 		$715K Sell
7,647
-3,190
-29% -$255K 0.06% 223
2023
Q3 		$866K Sell
10,837
-965
-8% -$83.8K 0.09% 151
2023
Q2 		$1.01M Buy
11,802
+902
+8% +$77.1K 0.11% 124
2023
Q1 		$916K Buy
10,900
+1,250
+13% +$117K 0.12% 122
2022
Q4 		$845K Buy
9,650
+1,703
+21% +$145K 0.13% 132
2022
Q3 		$628K Buy
7,947
+2,022
+34% +$170K 0.13% 130
2022
Q2 		$451K Buy
5,925
+866
+17% +$70.9K 0.1% 151
2022
Q1 		$442K Sell
5,059
-994
-16% -$95.9K 0.1% 160
2021
Q4 		$621K Buy
+6,053
New +$603K 0.19% 93

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

Wedmont Private Capital's MS Position: Q2 2026 in Review

Wedmont Private Capital increased its Morgan Stanley (MS) stake by 0.87% in Q2 2026, buying an estimated $24.8K and bringing the position to 14,551 shares worth $3.23M. The position accounts for 0.09% of the portfolio, ranked #127.

Wedmont Private Capital first reported a position in MS in Q4 2021 and has held it in 19 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wedmont Private Capital held 14,551 shares of Morgan Stanley worth $3.23M as of Q2 2026.
  • Wedmont Private Capital bought 125 Morgan Stanley shares in Q2 2026, an estimated $24.8K.
  • Morgan Stanley made up 0.09% of Wedmont Private Capital's portfolio in Q2 2026, its #127 holding.
  • Wedmont Private Capital first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.