AA Financial Advisors’s Morgan Stanley MS Stock Holding History

AA Financial 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	$439K	Sell	2,100 -2,126	-50%	-$421K	0.05%	156
2026 Q1	$695K	Buy	4,226 +188	+5%	+$32.5K	0.1%	128
2025 Q4	$717K	Buy	4,038 +25	+0.6%	+$4.17K	0.13%	106
2025 Q3	$638K	Sell	4,013 -15	-0.4%	-$2.21K	0.13%	99
2025 Q2	$567K	Buy	4,028 +812	+25%	+$99.7K	0.12%	103
2025 Q1	$375K	Hold	3,216	–	–	0.09%	118
2024 Q4	$404K	Buy	3,216 +637	+25%	+$78.5K	0.11%	113
2024 Q3	$269K	Hold	2,579	–	–	0.08%	144
2024 Q2	$251K	Hold	2,579	–	–	0.09%	146
2024 Q1	$243K	Buy	2,579 +312	+14%	+$27.5K	0.1%	143
2023 Q4	$211K	Buy	+2,267	New	+$181K	0.14%	61

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

AA Financial Advisors's MS Position: Q2 2026 in Review

AA Financial Advisors reduced its Morgan Stanley (MS) stake by 50% in Q2 2026, selling an estimated $421K and leaving 2,100 shares worth $439K. The position accounts for 0.05% of the portfolio, ranked #156.

AA Financial Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $717K in Q4 2025. 995 funds tracked by Wall St. Rank hold MS as of Q2 2026.

AA Financial Advisors held 2,100 shares of Morgan Stanley worth $439K as of Q2 2026.
AA Financial Advisors sold 2,126 Morgan Stanley shares in Q2 2026, an estimated $421K.
Morgan Stanley made up 0.05% of AA Financial Advisors's portfolio in Q2 2026, its #156 holding.
AA Financial Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
AA Financial Advisors's Morgan Stanley position peaked at $717K in Q4 2025.
995 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.