AWM
MS icon

Act Wealth Management’s Morgan Stanley MS Stock Holding History

Act 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 		$285K Buy
1,363
+13
+1% +$2.57K 0.08% 51
2026
Q1 		$222K Sell
1,350
-62
-4% -$10.7K 0.07% 56
2025
Q4 		$251K Buy
+1,412
New +$236K 0.08% 52

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

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

Act Wealth Management increased its Morgan Stanley (MS) stake by 0.96% in Q2 2026, buying an estimated $2.57K and bringing the position to 1,363 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #51.

Act Wealth Management first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 764 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Act Wealth Management held 1,363 shares of Morgan Stanley worth $285K as of Q2 2026.
  • Act Wealth Management bought 13 Morgan Stanley shares in Q2 2026, an estimated $2.57K.
  • Morgan Stanley made up 0.08% of Act Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Act Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 764 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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