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Aaron Wealth Advisors’s Morgan Stanley MS Stock Holding History

Aaron 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
Q3 		$4.18M Sell
22,245
-462
-2% -$98.2K 0.2% 55
2026
Q2 		$4.75M Buy
22,707
+1,694
+8% +$335K 0.24% 51
2026
Q1 		$3.46M Sell
21,013
-717
-3% -$124K 0.2% 65
2025
Q4 		$3.86M Buy
21,730
+3,306
+18% +$551K 0.21% 57
2025
Q3 		$2.93M Buy
18,424
+8,965
+95% +$1.32M 0.17% 67
2025
Q2 		$1.33M Buy
9,459
+552
+6% +$67.8K 0.14% 108
2025
Q1 		$1.04M Buy
8,907
+146
+2% +$18.8K 0.12% 123
2024
Q4 		$1.1M Buy
8,761
+578
+7% +$71.2K 0.13% 107
2024
Q3 		$853K Buy
8,183
+1,826
+29% +$184K 0.1% 129
2024
Q2 		$618K Buy
6,357
+658
+12% +$62.6K 0.09% 145
2024
Q1 		$537K Buy
5,699
+1,427
+33% +$126K 0.08% 154
2023
Q4 		$398K Sell
4,272
-1,258
-23% -$101K 0.07% 157
2023
Q3 		$452K Sell
5,530
-154
-3% -$13.4K 0.06% 158
2023
Q2 		$485K Sell
5,684
-205
-3% -$17.5K 0.06% 157
2023
Q1 		$517K Buy
5,889
+728
+14% +$67.9K 0.07% 151
2022
Q4 		$439K Buy
5,161
+952
+23% +$81.1K 0.06% 166
2022
Q3 		$333K Buy
4,209
+16
+0.4% +$1.35K 0.06% 157
2022
Q2 		$318K Buy
4,193
+1,304
+45% +$107K 0.08% 144
2022
Q1 		$252K Sell
2,889
-255
-8% -$24.6K 0.06% 171
2021
Q4 		$308K Buy
3,144
+568
+22% +$56.6K 0.09% 140
2021
Q3 		$250K Buy
2,576
+143
+6% +$14.2K 0.07% 139
2021
Q2 		$223K Buy
+2,433
New +$209K 0.07% 144

Other funds holding MS

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Aaron Wealth Advisors's MS Position: Q3 2026 in Review

Aaron Wealth Advisors reduced its Morgan Stanley (MS) stake by 2% in Q3 2026, selling an estimated $98.2K and leaving 22,245 shares worth $4.18M. The position accounts for 0.2% of the portfolio, ranked #55.

Aaron Wealth Advisors first reported a position in MS in Q2 2021 and has held it in 22 quarters since. The position peaked at $4.75M in Q2 2026. 282 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Aaron Wealth Advisors held 22,245 shares of Morgan Stanley worth $4.18M as of Q3 2026.
  • Aaron Wealth Advisors sold 462 Morgan Stanley shares in Q3 2026, an estimated $98.2K.
  • Morgan Stanley made up 0.2% of Aaron Wealth Advisors's portfolio in Q3 2026, its #55 holding.
  • Aaron Wealth Advisors first reported a position in Morgan Stanley in Q2 2021 and has held it in 22 quarters since.
  • Aaron Wealth Advisors's Morgan Stanley position peaked at $4.75M in Q2 2026.
  • 282 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.