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Whelan Financial’s Morgan Stanley MS Stock Holding History

Whelan Financial’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 		$240K Buy
+1,149
New +$228K 0.07% 91
2025
Q4 		– Sell
-1,530
Closed -$243K – 99
2025
Q3 		$243K Buy
+1,530
New +$226K 0.08% 84

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Whelan Financial's MS Position: Q2 2026 in Review

Whelan Financial opened a new position in Morgan Stanley (MS) in Q2 2026: 1,149 shares worth $240K. The stake represents 0.07% of the portfolio and ranks #91 among its holdings. This is a return to the name: Whelan Financial previously reported a position in MS as recently as Q3 2025.

Whelan Financial first reported a position in MS in Q3 2025 and has held it in 2 quarters since. The position peaked at $243K in Q3 2025. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Whelan Financial held 1,149 shares of Morgan Stanley worth $240K as of Q2 2026.
  • Morgan Stanley was a new Whelan Financial position in Q2 2026.
  • Morgan Stanley made up 0.07% of Whelan Financial's portfolio in Q2 2026, its #91 holding.
  • Whelan Financial first reported a position in Morgan Stanley in Q3 2025 and has held it in 2 quarters since.
  • Whelan Financial's Morgan Stanley position peaked at $243K in Q3 2025.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.