AAFMAA Wealth Management & Trust’s Morgan Stanley MS Stock Holding History

AAFMAA Wealth Management & Trust’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 Q3	$1.78M	Sell	9,438 -279	-3%	-$59.3K	0.61%	29
2026 Q2	$2.03M	Sell	9,717 -699	-7%	-$138K	0.71%	30
2026 Q1	$1.71M	Sell	10,416 -162	-2%	-$28K	0.67%	31
2025 Q4	$1.88M	Buy	10,578 +1,419	+15%	+$237K	0.74%	35
2025 Q3	$1.46M	Sell	9,159 -312	-3%	-$46.1K	0.58%	50
2025 Q2	$1.33M	Sell	9,471 -6,002	-39%	-$737K	0.55%	53
2025 Q1	$1.81M	Buy	+15,473	New	+$1.99M	0.82%	37

Other funds holding MS

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

AAFMAA Wealth Management & Trust's MS Position: Q3 2026 in Review

AAFMAA Wealth Management & Trust reduced its Morgan Stanley (MS) stake by 2.9% in Q3 2026, selling an estimated $59.3K and leaving 9,438 shares worth $1.78M. The position accounts for 0.61% of the portfolio, ranked #29.

AAFMAA Wealth Management & Trust first reported a position in MS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.03M in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

AAFMAA Wealth Management & Trust held 9,438 shares of Morgan Stanley worth $1.78M as of Q3 2026.
AAFMAA Wealth Management & Trust sold 279 Morgan Stanley shares in Q3 2026, an estimated $59.3K.
Morgan Stanley made up 0.61% of AAFMAA Wealth Management & Trust's portfolio in Q3 2026, its #29 holding.
AAFMAA Wealth Management & Trust first reported a position in Morgan Stanley in Q1 2025 and has held it in 7 quarters since.
AAFMAA Wealth Management & Trust's Morgan Stanley position peaked at $2.03M in Q2 2026.
774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.