Accurate Wealth Management’s Morgan Stanley MS Stock Holding History

Accurate 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	$1.51M	Buy	6,808 +605	+10%	+$120K	0.14%	164
2026 Q1	$1.1M	Buy	6,203 +2,202	+55%	+$381K	0.13%	173
2025 Q4	$744K	Sell	4,001 -80	-2%	-$13.3K	0.09%	221
2025 Q3	$634K	Buy	4,081 +786	+24%	+$116K	0.08%	248
2025 Q2	$470K	Buy	3,295 +1,371	+71%	+$168K	0.07%	271
2025 Q1	$211K	Buy	+1,924	New	+$248K	0.04%	358
2024 Q4	–	Sell	-1,889	Closed	-$212K	–	391
2024 Q3	$212K	Buy	+1,889	New	+$190K	0.04%	354
2023 Q1	–	Sell	-312	Closed	-$27.8K	–	962
2022 Q4	$27.8K	Buy	+312	New	+$26.6K	0.01%	586
2022 Q1	–	Sell	-7,391	Closed	-$992K	–	191
2021 Q4	$992K	Buy	7,391 +65	+0.9%	+$6.47K	0.81%	25
2021 Q3	$985K	Sell	7,326 -2,817	-28%	-$279K	0.86%	25
2021 Q2	$930K	Buy	+10,143	New	+$870K	0.82%	19

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

Focused Investors Los Angeles, California $2.96B AUM 15.6% 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) Albany, New York $54.2B AUM 43.77% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Accurate Wealth Management increased its Morgan Stanley (MS) stake by 9.8% in Q2 2026, buying an estimated $120K and bringing the position to 6,808 shares worth $1.51M. The position accounts for 0.14% of the portfolio, ranked #164.

Accurate Wealth Management first reported a position in MS in Q2 2021 and has held it in 11 quarters since. 1,016 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Accurate Wealth Management held 6,808 shares of Morgan Stanley worth $1.51M as of Q2 2026.
Accurate Wealth Management bought 605 Morgan Stanley shares in Q2 2026, an estimated $120K.
Morgan Stanley made up 0.14% of Accurate Wealth Management's portfolio in Q2 2026, its #164 holding.
Accurate Wealth Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 11 quarters since.
1,016 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.