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Willner & Heller’s Morgan Stanley MS Stock Holding History

Willner & Heller’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 		$936K Buy
4,479
+24
+0.5% +$4.75K 0.59% 52
2026
Q1 		$733K Sell
4,455
-25
-0.6% -$4.33K 0.55% 55
2025
Q4 		$795K Sell
4,480
-147
-3% -$24.5K 0.57% 50
2025
Q3 		$736K Sell
4,627
-38
-0.8% -$5.61K 0.56% 51
2025
Q2 		$657K Buy
4,665
+32
+0.7% +$3.93K 0.55% 58
2025
Q1 		$540K Buy
4,633
+31
+0.7% +$3.99K 0.5% 66
2024
Q4 		$579K Sell
4,602
-185
-4% -$22.8K 0.51% 59
2024
Q3 		$499K Buy
4,787
+44
+0.9% +$4.43K 0.44% 76
2024
Q2 		$461K Sell
4,743
-374
-7% -$35.6K 0.44% 73
2024
Q1 		$482K Buy
5,117
+108
+2% +$9.51K 0.48% 72
2023
Q4 		$467K Buy
+5,009
New +$401K 0.52% 65
2022
Q4 		$351K Buy
4,126
+208
+5% +$17.7K 0.5% 74
2022
Q3 		$310K Buy
3,918
+33
+0.8% +$2.78K 0.5% 73
2022
Q2 		$295K Buy
3,885
+59
+2% +$4.83K 0.46% 77
2022
Q1 		$376K Buy
3,826
+27
+0.7% +$2.6K 0.46% 77
2021
Q4 		$370K Buy
+3,799
New +$378K 0.49% 70

Other funds holding MS

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
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Willner & Heller's MS Position: Q2 2026 in Review

Willner & Heller increased its Morgan Stanley (MS) stake by 0.54% in Q2 2026, buying an estimated $4.75K and bringing the position to 4,479 shares worth $936K. The position accounts for 0.59% of the portfolio, ranked #52.

Willner & Heller first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Willner & Heller held 4,479 shares of Morgan Stanley worth $936K as of Q2 2026.
  • Willner & Heller bought 24 Morgan Stanley shares in Q2 2026, an estimated $4.75K.
  • Morgan Stanley made up 0.59% of Willner & Heller's portfolio in Q2 2026, its #52 holding.
  • Willner & Heller first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.