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YHB Investment Advisors’s Morgan Stanley MS Stock Holding History

YHB Investment Advisors’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 		$4.62M Sell
22,118
-175
-0.8% -$34.7K 0.3% 82
2026
Q1 		$3.67M Buy
22,293
+60
+0.3% +$10.4K 0.26% 90
2025
Q4 		$3.95M Sell
22,233
-375
-2% -$62.6K 0.27% 84
2025
Q3 		$3.59M Hold
22,608
– – 0.26% 85
2025
Q2 		$3.18M Sell
22,608
-112
-0.5% -$13.8K 0.25% 95
2025
Q1 		$2.65M Buy
22,720
+112
+0.5% +$14.4K 0.22% 102
2024
Q4 		$2.84M Buy
22,608
+2,085
+10% +$257K 0.23% 95
2024
Q3 		$2.14M Sell
20,523
-38
-0.2% -$3.83K 0.18% 114
2024
Q2 		$2M Buy
20,561
+38
+0.2% +$3.62K 0.17% 115
2024
Q1 		$1.93M Sell
20,523
-21
-0.1% -$1.85K 0.17% 120
2023
Q4 		$1.92M Sell
20,544
-36,960
-64% -$2.96M 0.19% 114
2023
Q3 		$4.7M Hold
57,504
– – 0.43% 66
2023
Q2 		$4.91M Sell
57,504
-14,107
-20% -$1.21M 0.46% 58
2023
Q1 		$6.29M Sell
71,611
-3,612
-5% -$337K 0.63% 44
2022
Q4 		$6.4M Sell
75,223
-6,443
-8% -$549K 0.68% 41
2022
Q3 		$6.45M Sell
81,666
-2,428
-3% -$205K 0.72% 39
2022
Q2 		$6.4M Hold
84,094
– – 0.67% 42
2022
Q1 		$7.35M Sell
84,094
-1,842
-2% -$178K 0.65% 44
2021
Q4 		$8.44M Buy
85,936
+9
+0% +$897 0.67% 41
2021
Q3 		$8.36M Hold
85,927
– – 0.72% 37
2021
Q2 		$7.88M Buy
85,927
+9,832
+13% +$843K 0.67% 40
2021
Q1 		$5.98M Sell
76,095
-3,083
-4% -$236K 0.52% 56
2020
Q4 		$5.43M Sell
79,178
-4,478
-5% -$257K 0.52% 57
2020
Q3 		$4.04M Buy
83,656
+49,146
+142% +$2.48M 0.44% 63
2020
Q2 		$1.67M Hold
34,510
– – 0.24% 84
2020
Q1 		$1.17M Hold
34,510
– – 0.2% 93
2019
Q4 		$1.76M Sell
34,510
-201
-0.6% -$9.51K 0.25% 84
2019
Q3 		$1.48M Buy
34,711
+1,000
+3% +$42.7K 0.23% 91
2019
Q2 		$1.48M Sell
33,711
-12,975
-28% -$579K 0.23% 96
2019
Q1 		$1.97M Hold
46,686
– – 0.31% 86
2018
Q4 		$1.85M Sell
46,686
-26,867
-37% -$1.17M 0.33% 83
2018
Q3 		$3.42M Buy
73,553
+16,736
+29% +$817K 0.52% 60
2018
Q2 		$2.69M Hold
56,817
– – 0.44% 69
2018
Q1 		$3.07M Hold
56,817
– – 0.52% 66
2017
Q4 		$2.98M Hold
56,817
– – 0.51% 66
2017
Q3 		$2.74M Buy
56,817
+38,825
+216% +$1.8M 0.49% 70
2017
Q2 		$802K Sell
17,992
-51,925
-74% -$2.24M 0.14% 115
2017
Q1 		$3.03M Buy
69,917
+135
+0.2% +$5.99K 0.58% 57
2016
Q4 		$2.95M Buy
69,782
+40,025
+135% +$1.51M 0.61% 56
2016
Q3 		$954K Sell
29,757
-40,025
-57% -$1.19M 0.23% 98
2016
Q2 		$1.81M Buy
69,782
+51,925
+291% +$1.36M 0.4% 72
2016
Q1 		$447K Sell
17,857
-51,725
-74% -$1.32M 0.12% 115
2015
Q4 		$2.21M Hold
69,582
– – 0.5% 59
2015
Q3 		$2.19M Hold
69,582
– – 0.52% 60
2015
Q2 		$2.7M Sell
69,582
-24,068
-26% -$916K 0.59% 60
2015
Q1 		$3.34M Sell
93,650
-2,125
-2% -$76.2K 0.75% 46
2014
Q4 		$3.72M Hold
95,775
– – 0.85% 37
2014
Q3 		$3.31M Sell
95,775
-20,550
-18% -$685K 0.79% 46
2014
Q2 		$3.76M Sell
116,325
-6,950
-6% -$214K 0.91% 40
2014
Q1 		$3.84M Buy
123,275
+5,775
+5% +$178K 0.98% 36
2013
Q4 		$3.69M Hold
117,500
– – 0.99% 38
2013
Q3 		$3.17M Sell
117,500
-725
-0.6% -$19.5K 0.94% 41
2013
Q2 		$2.89M Buy
+118,225
New +$2.8M 0.9% 43

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

YHB Investment Advisors's MS Position: Q2 2026 in Review

YHB Investment Advisors reduced its Morgan Stanley (MS) stake by 0.78% in Q2 2026, selling an estimated $34.7K and leaving 22,118 shares worth $4.62M. The position accounts for 0.3% of the portfolio, ranked #82.

YHB Investment Advisors first reported a position in MS in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.44M in Q4 2021. 877 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • YHB Investment Advisors held 22,118 shares of Morgan Stanley worth $4.62M as of Q2 2026.
  • YHB Investment Advisors sold 175 Morgan Stanley shares in Q2 2026, an estimated $34.7K.
  • Morgan Stanley made up 0.3% of YHB Investment Advisors's portfolio in Q2 2026, its #82 holding.
  • YHB Investment Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
  • YHB Investment Advisors's Morgan Stanley position peaked at $8.44M in Q4 2021.
  • 877 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.