180 Wealth Advisors’s Morgan Stanley MS Stock Holding History

180 Wealth 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	$370K	Buy	1,768 +342	+24%	+$67.7K	0.04%	346
2026 Q1	$235K	Sell	1,426 -41	-3%	-$7.1K	0.03%	415
2025 Q4	$260K	Buy	+1,467	New	+$245K	0.03%	392
2024 Q2	–	Sell	-2,191	Closed	-$206K	–	442
2024 Q1	$206K	Buy	+2,191	New	+$193K	0.04%	369
2022 Q4	–	Sell	-2,692	Closed	-$213K	–	389
2022 Q3	$213K	Sell	2,692 -222	-8%	-$18.7K	0.06%	313
2022 Q2	$224K	Sell	2,914 -19	-0.6%	-$1.56K	0.06%	317
2022 Q1	$261K	Sell	2,933 -132	-4%	-$12.7K	0.06%	305
2021 Q4	$303K	Sell	3,065 -1,331	-30%	-$133K	0.07%	274
2021 Q3	$449K	Sell	4,396 -49	-1%	-$4.86K	0.1%	204
2021 Q2	$454K	Sell	4,445 -457	-9%	-$39.2K	0.1%	194
2021 Q1	$433K	Sell	4,902 -244	-5%	-$18.7K	0.11%	189
2020 Q4	$386K	Sell	5,146 -3,268	-39%	-$188K	0.11%	190
2020 Q3	$433K	Buy	+8,414	New	+$424K	0.16%	133

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

180 Wealth Advisors's MS Position: Q2 2026 in Review

180 Wealth Advisors increased its Morgan Stanley (MS) stake by 24% in Q2 2026, buying an estimated $67.7K and bringing the position to 1,768 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #346.

180 Wealth Advisors first reported a position in MS in Q3 2020 and has held it in 13 quarters since. The position peaked at $454K in Q2 2021. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

180 Wealth Advisors held 1,768 shares of Morgan Stanley worth $370K as of Q2 2026.
180 Wealth Advisors bought 342 Morgan Stanley shares in Q2 2026, an estimated $67.7K.
Morgan Stanley made up 0.04% of 180 Wealth Advisors's portfolio in Q2 2026, its #346 holding.
180 Wealth Advisors first reported a position in Morgan Stanley in Q3 2020 and has held it in 13 quarters since.
180 Wealth Advisors's Morgan Stanley position peaked at $454K in Q2 2021.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.