XWM
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Xcel Wealth Management’s Morgan Stanley MS Stock Holding History

Xcel Wealth Management’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 		$8.5M Sell
40,660
-4,085
-9% -$809K 2.03% 15
2026
Q1 		$7.36M Sell
44,745
-4,315
-9% -$747K 2.04% 13
2025
Q4 		$8.71M Sell
49,060
-10
-0% -$1.67K 2.22% 13
2025
Q3 		$7.8M Sell
49,070
-500
-1% -$73.8K 2.03% 13
2025
Q2 		$6.98M Sell
49,570
-405
-0.8% -$49.7K 1.99% 13
2025
Q1 		$5.83M Sell
49,975
-3,030
-6% -$390K 1.82% 13
2024
Q4 		$6.66M Sell
53,005
-5,110
-9% -$629K 1.85% 13
2024
Q3 		$6.06M Sell
58,115
-160
-0.3% -$16.1K 1.77% 15
2024
Q2 		$5.66M Sell
58,275
-670
-1% -$63.8K 1.77% 15
2024
Q1 		$5.55M Sell
58,945
-1,610
-3% -$142K 1.74% 17
2023
Q4 		$5.65M Buy
60,555
+15,966
+36% +$1.28M 1.98% 14
2023
Q3 		$3.64M Buy
44,589
+9,429
+27% +$819K 1.44% 21
2023
Q2 		$3M Buy
35,160
+950
+3% +$81.2K 0.95% 27
2023
Q1 		$3M Sell
34,210
-2,823
-8% -$263K 1.06% 28
2022
Q4 		$3.15M Sell
37,033
-8,250
-18% -$703K 1.24% 24
2022
Q3 		$3.58M Buy
45,283
+5,150
+13% +$434K 1.33% 23
2022
Q2 		$3.05M Buy
40,133
+2,023
+5% +$166K 1.11% 28
2022
Q1 		$3.33M Buy
38,110
+2,510
+7% +$242K 0.91% 32
2021
Q4 		$3.49M Buy
35,600
+10,454
+42% +$1.04M 0.9% 34
2021
Q3 		$2.45M Buy
25,146
+9,636
+62% +$955K 0.71% 41
2021
Q2 		$1.42M Sell
15,510
-50
-0.3% -$4.29K 0.43% 57
2021
Q1 		$1.21M Hold
15,560
– – 0.43% 56
2020
Q4 		$1.07M Sell
15,560
-340
-2% -$19.5K 0.46% 48
2020
Q3 		$768K Hold
15,900
– – 0.39% 55
2020
Q2 		$767K Buy
15,900
+1,864
+13% +$78.3K 0.48% 46
2020
Q1 		$477K Sell
14,036
-8,000
-36% -$377K 0.43% 49
2019
Q4 		$1.13M Hold
22,036
– – 0.94% 33
2019
Q3 		$940K Sell
22,036
-5,300
-19% -$227K 0.87% 32
2019
Q2 		$1.2M Sell
27,336
-1,540
-5% -$68.7K 1.17% 26
2019
Q1 		$1.22M Hold
28,876
– – 1.26% 25
2018
Q4 		$1.14M Buy
+28,876
New +$1.26M 1.4% 26

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

Xcel Wealth Management's MS Position: Q2 2026 in Review

Xcel Wealth Management reduced its Morgan Stanley (MS) stake by 9.1% in Q2 2026, selling an estimated $809K and leaving 40,660 shares worth $8.5M. The position accounts for 2.03% of the portfolio, ranked #15.

Xcel Wealth Management first reported a position in MS in Q4 2018 and has held it in 31 quarters since. The position peaked at $8.71M in Q4 2025. 1,106 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Xcel Wealth Management held 40,660 shares of Morgan Stanley worth $8.5M as of Q2 2026.
  • Xcel Wealth Management sold 4,085 Morgan Stanley shares in Q2 2026, an estimated $809K.
  • Morgan Stanley made up 2.03% of Xcel Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Xcel Wealth Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 31 quarters since.
  • Xcel Wealth Management's Morgan Stanley position peaked at $8.71M in Q4 2025.
  • 1,106 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.