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XY Planning Network’s Morgan Stanley MS Stock Holding History

XY Planning Network’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 		$493K Buy
2,357
+297
+14% +$58.8K 0.06% 213
2026
Q1 		$342K Buy
2,060
+252
+14% +$43.6K 0.05% 218
2025
Q4 		$321K Buy
1,808
+149
+9% +$24.9K 0.06% 212
2025
Q3 		$234K Hold
1,659
– – 0.08% 160
2025
Q2 		$234K Buy
+1,659
New +$204K 0.08% 160

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 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
Swedbank
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

XY Planning Network's MS Position: Q2 2026 in Review

XY Planning Network increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $58.8K and bringing the position to 2,357 shares worth $493K. The position accounts for 0.06% of the portfolio, ranked #213.

XY Planning Network first reported a position in MS in Q2 2025 and has held it in 5 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • XY Planning Network held 2,357 shares of Morgan Stanley worth $493K as of Q2 2026.
  • XY Planning Network bought 297 Morgan Stanley shares in Q2 2026, an estimated $58.8K.
  • Morgan Stanley made up 0.06% of XY Planning Network's portfolio in Q2 2026, its #213 holding.
  • XY Planning Network first reported a position in Morgan Stanley in Q2 2025 and has held it in 5 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.