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 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 $81.4B AUM 40.71% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

AAFMAA Wealth Management & Trust's MS Position: Q2 2026 in Review

AAFMAA Wealth Management & Trust reduced its Morgan Stanley (MS) stake by 6.7% in Q2 2026, selling an estimated $138K and leaving 9,717 shares worth $2.03M. The position accounts for 0.71% of the portfolio, ranked #30.

AAFMAA Wealth Management & Trust first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 675 funds tracked by Wall St. Rank hold MS as of Q2 2026.

AAFMAA Wealth Management & Trust held 9,717 shares of Morgan Stanley worth $2.03M as of Q2 2026.
AAFMAA Wealth Management & Trust sold 699 Morgan Stanley shares in Q2 2026, an estimated $138K.
Morgan Stanley made up 0.71% of AAFMAA Wealth Management & Trust's portfolio in Q2 2026, its #30 holding.
AAFMAA Wealth Management & Trust first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
675 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AAFMAA Wealth Management & Trust's 13F filing for Q2 2026, filed 8 Jul 2026.