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West Paces Advisors’s Morgan Stanley MS Stock Holding History

West Paces Advisors’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 		$283K Sell
1,355
-9
-0.7% -$1.78K 0.05% 137
2026
Q1 		$224K Sell
1,364
-20
-1% -$3.46K 0.04% 149
2025
Q4 		$246K Buy
+1,384
New +$231K 0.05% 144
2025
Q2 		– Sell
-1,210
Closed -$141K – 427
2025
Q1 		$141K Hold
1,210
– – 0.03% 163
2024
Q4 		$152K Hold
1,210
– – 0.04% 158
2024
Q3 		$126K Hold
1,210
– – 0.03% 177
2024
Q2 		$118K Sell
1,210
-73
-6% -$6.95K 0.03% 166
2024
Q1 		$121K Buy
1,283
+118
+10% +$10.4K 0.03% 169
2023
Q4 		$109K Buy
1,165
+35
+3% +$2.8K 0.03% 169
2023
Q3 		$92.3K Sell
1,130
-207
-15% -$18K 0.03% 173
2023
Q2 		$114K Hold
1,337
– – 0.03% 163
2023
Q1 		$117K Buy
1,337
+36
+3% +$3.36K 0.04% 162
2022
Q4 		$111K Buy
1,301
+207
+19% +$17.6K 0.04% 158
2022
Q3 		$86.4K Sell
1,094
-50
-4% -$4.21K 0.03% 176
2022
Q2 		$87K Sell
1,144
-45
-4% -$3.69K 0.03% 176
2022
Q1 		$104K Hold
1,189
– – 0.03% 173
2021
Q4 		$117K Buy
1,189
+50
+4% +$4.98K 0.04% 152
2021
Q3 		$111K Hold
1,139
– – 0.04% 145
2021
Q2 		$104K Buy
1,139
+45
+4% +$3.86K 0.04% 142
2021
Q1 		$85K Hold
1,094
– – 0.03% 153
2020
Q4 		$75K Buy
1,094
+147
+16% +$8.43K 0.03% 156
2020
Q3 		$45.8K Hold
947
– – 0.02% 176
2020
Q2 		$45.7K Hold
947
– – 0.02% 180
2020
Q1 		$32.2K Sell
947
-145
-13% -$6.83K 0.02% 198
2019
Q4 		$55.8K Buy
1,092
+290
+36% +$13.7K 0.03% 180
2019
Q3 		$34.2K Hold
802
– – 0.02% 205
2019
Q2 		$35.1K Hold
802
– – 0.02% 196
2019
Q1 		$33.8K Sell
802
-110
-12% -$4.63K 0.02% 202
2018
Q4 		$36.2K Hold
912
– – 0.03% 202
2018
Q3 		$42.5K Hold
912
– – 0.03% 194
2018
Q2 		$43.2K Buy
912
+110
+14% +$5.75K 0.03% 185
2018
Q1 		$43.3K Hold
802
– – 0.03% 177
2017
Q4 		$42.1K Hold
802
– – 0.03% 191
2017
Q3 		$38.6K Hold
802
– – 0.03% 195
2017
Q2 		$35.7K Hold
802
– – 0.03% 200
2017
Q1 		$34.4K Hold
802
– – 0.03% 201
2016
Q4 		$33.9K Buy
+802
New +$30.3K 0.03% 209

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

West Paces Advisors's MS Position: Q2 2026 in Review

West Paces Advisors reduced its Morgan Stanley (MS) stake by 0.66% in Q2 2026, selling an estimated $1.78K and leaving 1,355 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #137.

West Paces Advisors first reported a position in MS in Q4 2016 and has held it in 37 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • West Paces Advisors held 1,355 shares of Morgan Stanley worth $283K as of Q2 2026.
  • West Paces Advisors sold 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
  • Morgan Stanley made up 0.05% of West Paces Advisors's portfolio in Q2 2026, its #137 holding.
  • West Paces Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 37 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.