Woodmont Investment Counsel’s Morgan Stanley MS Stock Holding History

Woodmont Investment Counsel’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	$829K	Buy	3,967 +12	+0.3%	+$2.38K	0.05%	154
2026 Q1	$651K	Sell	3,955 -235	-6%	-$40.7K	0.04%	167
2025 Q4	$744K	Sell	4,190 -971	-19%	-$162K	0.05%	155
2025 Q3	$820K	Buy	5,161 +10	+0.2%	+$1.48K	0.05%	148
2025 Q2	$726K	Buy	5,151 +66	+1%	+$8.11K	0.05%	172
2025 Q1	$593K	Buy	5,085 +3	+0.1%	+$387	0.04%	179
2024 Q4	$639K	Buy	+5,082	New	+$626K	0.05%	168
2024 Q2	–	Sell	-8,401	Closed	-$791K	–	317
2024 Q1	$791K	Buy	8,401 +2,078	+33%	+$183K	0.07%	155
2023 Q4	$590K	Buy	+6,323	New	+$506K	0.06%	165
2023 Q1	–	Sell	-8,104	Closed	-$689K	–	256
2022 Q4	$689K	Hold	8,104	–	–	0.08%	151
2022 Q3	$640K	Buy	+8,104	New	+$683K	0.08%	152
2022 Q1	–	Sell	-7,234	Closed	-$710K	–	252
2021 Q4	$710K	Buy	+7,234	New	+$721K	0.09%	138
2020 Q3	–	Sell	-7,234	Closed	-$349K	–	178
2020 Q2	$349K	Hold	7,234	–	–	0.08%	140
2020 Q1	$246K	Hold	7,234	–	–	0.07%	152
2019 Q4	$370K	Hold	7,234	–	–	0.08%	141
2019 Q3	$309K	Hold	7,234	–	–	0.08%	150
2019 Q2	$317K	Hold	7,234	–	–	0.08%	146
2019 Q1	$305K	Hold	7,234	–	–	0.08%	149
2018 Q4	$287K	Hold	7,234	–	–	0.08%	149
2018 Q3	$337K	Buy	+7,234	New	+$353K	0.09%	135
2018 Q2	–	Sell	-7,234	Closed	-$390K	–	174
2018 Q1	$390K	Sell	7,234 -312	-4%	-$17.3K	0.11%	136
2017 Q4	$396K	Hold	7,546	–	–	0.1%	146
2017 Q3	$363K	Hold	7,546	–	–	0.1%	146
2017 Q2	$336K	Buy	7,546 +312	+4%	+$13.5K	0.09%	145
2017 Q1	$306K	Hold	7,234	–	–	0.09%	159
2016 Q4	$306K	Buy	+7,234	New	+$274K	0.09%	161
2016 Q2	–	Sell	-7,234	Closed	-$181K	–	354
2016 Q1	$181K	Hold	7,234	–	–	0.05%	176
2015 Q4	$230K	Hold	7,234	–	–	0.07%	169
2015 Q3	$228K	Sell	7,234 -1,250	-15%	-$45.5K	0.07%	172
2015 Q2	$329K	Buy	+8,484	New	+$323K	0.1%	150

Other funds holding MS

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Woodmont Investment Counsel's MS Position: Q2 2026 in Review

Woodmont Investment Counsel increased its Morgan Stanley (MS) stake by 0.3% in Q2 2026, buying an estimated $2.38K and bringing the position to 3,967 shares worth $829K. The position accounts for 0.05% of the portfolio, ranked #154.

Woodmont Investment Counsel first reported a position in MS in Q2 2015 and has held it in 30 quarters since. 1,087 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Woodmont Investment Counsel held 3,967 shares of Morgan Stanley worth $829K as of Q2 2026.
Woodmont Investment Counsel bought 12 Morgan Stanley shares in Q2 2026, an estimated $2.38K.
Morgan Stanley made up 0.05% of Woodmont Investment Counsel's portfolio in Q2 2026, its #154 holding.
Woodmont Investment Counsel first reported a position in Morgan Stanley in Q2 2015 and has held it in 30 quarters since.
1,087 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Woodmont Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.