Planning Strategies Inc.’s Morgan Stanley MS Stock Holding History

Planning Strategies Inc.’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	$26.9K	Buy	+129	New	+$25.5K	0.02%	212

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

Planning Strategies Inc.'s MS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Morgan Stanley (MS) in Q2 2026: 129 shares worth $26.9K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings.

1,034 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Planning Strategies Inc. held 129 shares of Morgan Stanley worth $26.9K as of Q2 2026.
Morgan Stanley was a new Planning Strategies Inc. position in Q2 2026.
Morgan Stanley made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #212 holding.
1,034 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.