William B. Walkup & Associates’s Morgan Stanley MS Stock Holding History

William B. Walkup & Associates’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	$4.45M	Sell	21,294 -458	-2%	-$90.7K	2.14%	12
2026 Q1	$2.54M	Buy	21,752 +524	+2%	+$90.7K	1.52%	16
2025 Q4	$3.77M	Sell	21,228 -379	-2%	-$63.2K	2.06%	11
2025 Q3	$3.43M	Sell	21,607 -58	-0.3%	-$8.56K	1.84%	14
2025 Q2	$3.05M	Sell	21,665 -87	-0.4%	-$10.7K	1.8%	15
2025 Q1	$2.54M	Buy	21,752 +120	+0.6%	+$15.5K	1.55%	15
2024 Q4	$2.72M	Sell	21,632 -198	-0.9%	-$24.4K	1.72%	15
2024 Q3	$2.28M	Hold	21,830	–	–	1.41%	20
2024 Q2	$2.12M	Buy	+21,830	New	+$2.08M	1.39%	22

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return

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

William B. Walkup & Associates's MS Position: Q2 2026 in Review

William B. Walkup & Associates reduced its Morgan Stanley (MS) stake by 2.1% in Q2 2026, selling an estimated $90.7K and leaving 21,294 shares worth $4.45M. The position accounts for 2.14% of the portfolio, ranked #12.

William B. Walkup & Associates first reported a position in MS in Q2 2024 and has held it in 9 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

William B. Walkup & Associates held 21,294 shares of Morgan Stanley worth $4.45M as of Q2 2026.
William B. Walkup & Associates sold 458 Morgan Stanley shares in Q2 2026, an estimated $90.7K.
Morgan Stanley made up 2.14% of William B. Walkup & Associates's portfolio in Q2 2026, its #12 holding.
William B. Walkup & Associates first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on William B. Walkup & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.