AWM
MS icon

Abound Wealth Management’s Morgan Stanley MS Stock Holding History

Abound Wealth Management’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 		$33.2K Sell
159
-117
-42% -$23.2K 0.01% 285
2026
Q1 		$45.4K Buy
276
+10
+4% +$1.73K 0.01% 261
2025
Q4 		$47.3K Buy
266
+26
+11% +$4.34K 0.01% 236
2025
Q3 		$38.1K Sell
240
-12
-5% -$1.77K 0.01% 249
2025
Q2 		$35.5K Buy
252
+93
+58% +$11.4K 0.01% 252
2025
Q1 		$18.5K Sell
159
-34
-18% -$4.38K 0.01% 303
2024
Q4 		$24.3K Buy
193
+4
+2% +$493 0.01% 257
2024
Q3 		$19.7K Hold
189
– – 0.01% 298
2024
Q2 		$18.4K Sell
189
-255
-57% -$24.3K 0.01% 265
2024
Q1 		$41.8K Sell
444
-20
-4% -$1.76K 0.02% 167
2023
Q4 		$43.3K Buy
464
+30
+7% +$2.4K 0.02% 167
2023
Q3 		$35.5K Hold
434
– – 0.02% 163
2023
Q2 		$37.1K Buy
434
+42
+11% +$3.59K 0.02% 158
2023
Q1 		$34.4K Buy
392
+147
+60% +$13.7K 0.02% 160
2022
Q4 		$20.8K Sell
245
-58
-19% -$4.94K 0.01% 190
2022
Q3 		$23.9K Buy
+303
New +$25.5K 0.01% 172

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Abound Wealth Management's MS Position: Q2 2026 in Review

Abound Wealth Management reduced its Morgan Stanley (MS) stake by 42% in Q2 2026, selling an estimated $23.2K and leaving 159 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #285.

Abound Wealth Management first reported a position in MS in Q3 2022 and has held it in 16 quarters since. The position peaked at $47.3K in Q4 2025. 878 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Abound Wealth Management held 159 shares of Morgan Stanley worth $33.2K as of Q2 2026.
  • Abound Wealth Management sold 117 Morgan Stanley shares in Q2 2026, an estimated $23.2K.
  • Morgan Stanley made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #285 holding.
  • Abound Wealth Management first reported a position in Morgan Stanley in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Morgan Stanley position peaked at $47.3K in Q4 2025.
  • 878 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.