AWA
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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
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

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Morgan Stanley (MS) stake by 8.1% in Q2 2026, buying an estimated $335K and bringing the position to 22,707 shares worth $4.75M. The position accounts for 0.24% of the portfolio, ranked #51.

Aaron Wealth Advisors first reported a position in MS in Q2 2021 and has held it in 21 quarters since. 2,730 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aaron Wealth Advisors held 22,707 shares of Morgan Stanley worth $4.75M as of Q2 2026.
  • Aaron Wealth Advisors bought 1,694 Morgan Stanley shares in Q2 2026, an estimated $335K.
  • Morgan Stanley made up 0.24% of Aaron Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • Aaron Wealth Advisors first reported a position in Morgan Stanley in Q2 2021 and has held it in 21 quarters since.
  • 2,730 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.