WESPAC Advisors SoCal’s Morgan Stanley MS Stock Holding History

WESPAC Advisors SoCal’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	$1.55M	Buy	7,428 +336	+5%	+$66.5K	0.28%	70
2026 Q1	$1.17M	Buy	7,092 +4,557	+180%	+$789K	0.25%	72
2025 Q4	$450K	Buy	+2,535	New	+$423K	0.09%	89
2017 Q4	–	Sell	-420	Closed	-$20K	–	271
2017 Q3	$20K	Hold	420	–	–	0.01%	164
2017 Q2	$18K	Hold	420	–	–	0.01%	161
2017 Q1	$18K	Hold	420	–	–	0.01%	159
2016 Q4	$17.7K	Hold	420	–	–	0.01%	155
2016 Q3	$13.5K	Sell	420 -2,500	-86%	-$74.6K	0.01%	174
2016 Q2	$75.9K	Hold	2,920	–	–	0.05%	105
2016 Q1	$73K	Sell	2,920 -16,450	-85%	-$420K	0.05%	102
2015 Q4	$616K	Buy	+19,370	New	+$644K	0.41%	46

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

WESPAC Advisors SoCal's MS Position: Q2 2026 in Review

WESPAC Advisors SoCal increased its Morgan Stanley (MS) stake by 4.7% in Q2 2026, buying an estimated $66.5K and bringing the position to 7,428 shares worth $1.55M. The position accounts for 0.28% of the portfolio, ranked #70.

WESPAC Advisors SoCal first reported a position in MS in Q4 2015 and has held it in 11 quarters since. 961 funds tracked by Wall St. Rank hold MS as of Q2 2026.

WESPAC Advisors SoCal held 7,428 shares of Morgan Stanley worth $1.55M as of Q2 2026.
WESPAC Advisors SoCal bought 336 Morgan Stanley shares in Q2 2026, an estimated $66.5K.
Morgan Stanley made up 0.28% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #70 holding.
WESPAC Advisors SoCal first reported a position in Morgan Stanley in Q4 2015 and has held it in 11 quarters since.
961 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.