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A4 Wealth Advisors’s Morgan Stanley MS Stock Holding History

A4 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 		$489K Sell
2,340
-260
-10% -$51.5K 0.32% 44
2026
Q1 		$428K Sell
2,600
-787
-23% -$136K 0.35% 54
2025
Q4 		$601K Sell
3,387
-1,995
-37% -$333K 0.52% 43
2025
Q3 		$855K Buy
+5,382
New +$795K 0.72% 38

Other funds holding MS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

A4 Wealth Advisors's MS Position: Q2 2026 in Review

A4 Wealth Advisors reduced its Morgan Stanley (MS) stake by 10% in Q2 2026, selling an estimated $51.5K and leaving 2,340 shares worth $489K. The position accounts for 0.32% of the portfolio, ranked #44.

A4 Wealth Advisors first reported a position in MS in Q3 2025 and has held it in 4 quarters since. The position peaked at $855K in Q3 2025. 1,609 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • A4 Wealth Advisors held 2,340 shares of Morgan Stanley worth $489K as of Q2 2026.
  • A4 Wealth Advisors sold 260 Morgan Stanley shares in Q2 2026, an estimated $51.5K.
  • Morgan Stanley made up 0.32% of A4 Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • A4 Wealth Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • A4 Wealth Advisors's Morgan Stanley position peaked at $855K in Q3 2025.
  • 1,609 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on A4 Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.