ZWJ Investment Counsel’s Morgan Stanley MS Stock Holding History

ZWJ Investment Counsel’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	$310K	Buy	+1,483	New	+$294K	0.01%	211
2022 Q1	–	Sell	-2,167	Closed	-$213K	–	182
2021 Q4	$213K	Hold	2,167	–	–	0.01%	173
2021 Q3	$211K	Buy	+2,167	New	+$215K	0.01%	160
2021 Q2	–	Sell	-3,407	Closed	-$265K	–	174
2021 Q1	$265K	Sell	3,407 -139	-4%	-$10.7K	0.02%	154
2020 Q4	$243K	Buy	+3,546	New	+$203K	0.02%	153
2020 Q1	–	Sell	-5,033	Closed	-$257K	–	209
2019 Q4	$257K	Buy	+5,033	New	+$238K	0.02%	198

Other funds holding MS

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) 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZWJ Investment Counsel's MS Position: Q2 2026 in Review

ZWJ Investment Counsel opened a new position in Morgan Stanley (MS) in Q2 2026: 1,483 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #211 among its holdings. This is a return to the name: ZWJ Investment Counsel previously reported a position in MS as recently as Q4 2021.

ZWJ Investment Counsel first reported a position in MS in Q4 2019 and has held it in 6 quarters since. 788 funds tracked by Wall St. Rank hold MS as of Q2 2026.

ZWJ Investment Counsel held 1,483 shares of Morgan Stanley worth $310K as of Q2 2026.
Morgan Stanley was a new ZWJ Investment Counsel position in Q2 2026.
Morgan Stanley made up 0.01% of ZWJ Investment Counsel's portfolio in Q2 2026, its #211 holding.
ZWJ Investment Counsel first reported a position in Morgan Stanley in Q4 2019 and has held it in 6 quarters since.
788 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.