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Woodward Diversified Capital’s Morgan Stanley MS Stock Holding History

Woodward Diversified Capital’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 		$402K Sell
1,925
-17
-0.9% -$3.37K 0.18% 121
2026
Q1 		$367K Buy
+1,942
New +$336K 0.17% 124

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

Woodward Diversified Capital's MS Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Morgan Stanley (MS) stake by 0.88% in Q2 2026, selling an estimated $3.37K and leaving 1,925 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #121.

Woodward Diversified Capital first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Woodward Diversified Capital held 1,925 shares of Morgan Stanley worth $402K as of Q2 2026.
  • Woodward Diversified Capital sold 17 Morgan Stanley shares in Q2 2026, an estimated $3.37K.
  • Morgan Stanley made up 0.18% of Woodward Diversified Capital's portfolio in Q2 2026, its #121 holding.
  • Woodward Diversified Capital first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.