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Woodard & Company Asset Management Group’s Morgan Stanley MS Stock Holding History

Woodard & Company Asset Management Group’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 		$2.7M Buy
+12,896
New +$2.55M 0.39% 51

Other funds holding MS

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
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
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

Woodard & Company Asset Management Group's MS Position: Q2 2026 in Review

Woodard & Company Asset Management Group opened a new position in Morgan Stanley (MS) in Q2 2026: 12,896 shares worth $2.7M. The stake represents 0.39% of the portfolio and ranks #51 among its holdings.

1,106 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Woodard & Company Asset Management Group held 12,896 shares of Morgan Stanley worth $2.7M as of Q2 2026.
  • Morgan Stanley was a new Woodard & Company Asset Management Group position in Q2 2026.
  • Morgan Stanley made up 0.39% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #51 holding.
  • 1,106 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.