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West Branch Capital’s Morgan Stanley MS Stock Holding History

West Branch 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 		$1.85M Buy
8,836
+640
+8% +$127K 0.43% 40
2026
Q1 		$1.35M Buy
8,196
+1,914
+30% +$331K 0.36% 46
2025
Q4 		$1.12M Buy
6,282
+2,542
+68% +$424K 0.29% 44
2025
Q3 		$595K Buy
3,740
+1,966
+111% +$290K 0.16% 55
2025
Q2 		$250K Buy
1,774
+1,445
+439% +$177K 0.07% 76
2025
Q1 		$38.4K Sell
329
-966
-75% -$124K 0.01% 169
2024
Q4 		$163K Buy
1,295
+972
+301% +$120K 0.05% 93
2024
Q3 		$33.7K Buy
323
+5
+2% +$504 0.01% 180
2024
Q2 		$30.9K Hold
318
– – 0.01% 187
2024
Q1 		$29.9K Hold
318
– – 0.01% 195
2023
Q4 		$29.7K Hold
318
– – 0.01% 193
2023
Q3 		$26K Sell
318
-30
-9% -$2.6K 0.01% 201
2023
Q2 		$29.7K Buy
+348
New +$29.8K 0.01% 199
2023
Q1 		– Sell
-21
Closed -$1.78K – 464
2022
Q4 		$1.78K Hold
21
– – ﹤0.01% 394
2022
Q3 		$2K Buy
+21
New +$1.77K ﹤0.01% 407

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
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

West Branch Capital's MS Position: Q2 2026 in Review

West Branch Capital increased its Morgan Stanley (MS) stake by 7.8% in Q2 2026, buying an estimated $127K and bringing the position to 8,836 shares worth $1.85M. The position accounts for 0.43% of the portfolio, ranked #40.

West Branch Capital first reported a position in MS in Q3 2022 and has held it in 15 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • West Branch Capital held 8,836 shares of Morgan Stanley worth $1.85M as of Q2 2026.
  • West Branch Capital bought 640 Morgan Stanley shares in Q2 2026, an estimated $127K.
  • Morgan Stanley made up 0.43% of West Branch Capital's portfolio in Q2 2026, its #40 holding.
  • West Branch Capital first reported a position in Morgan Stanley in Q3 2022 and has held it in 15 quarters since.
  • 675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.