Advisornet Financial’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.13M | Buy |
5,413
+126
| +2% | +$25K | 0.05% | 253 |
|
|
2026
Q1 | $870K | Buy |
5,287
+6
| +0.1% | +$1.04K | 0.05% | 281 |
|
|
2025
Q4 | $938K | Buy |
5,281
+171
| +3% | +$28.5K | 0.05% | 267 |
|
|
2025
Q3 | $812K | Sell |
5,110
-111
| -2% | -$16.4K | 0.05% | 287 |
|
|
2025
Q2 | $735K | Sell |
5,221
-119
| -2% | -$14.6K | 0.05% | 293 |
|
|
2025
Q1 | $623K | Buy |
5,340
+564
| +12% | +$72.7K | 0.05% | 307 |
|
|
2024
Q4 | $600K | Buy |
4,776
+875
| +22% | +$108K | 0.05% | 276 |
|
|
2024
Q3 | $407K | Buy |
3,901
+31
| +0.8% | +$3.12K | 0.03% | 362 |
|
|
2024
Q2 | $376K | Buy |
3,870
+75
| +2% | +$7.14K | 0.03% | 361 |
|
|
2024
Q1 | $357K | Sell |
3,795
-177
| -4% | -$15.6K | 0.03% | 358 |
|
|
2023
Q4 | $370K | Buy |
3,972
+405
| +11% | +$32.4K | 0.03% | 370 |
|
|
2023
Q3 | $291K | Sell |
3,567
-1,141
| -24% | -$99.1K | 0.03% | 386 |
|
|
2023
Q2 | $402K | Sell |
4,708
-4,918
| -51% | -$421K | 0.03% | 342 |
|
|
2023
Q1 | $845K | Buy |
9,626
+40
| +0.4% | +$3.73K | 0.08% | 231 |
|
|
2022
Q4 | $815K | Sell |
9,586
-9,420
| -50% | -$803K | 0.08% | 230 |
|
|
2022
Q3 | $1.5M | Sell |
19,006
-4,495
| -19% | -$379K | 0.15% | 162 |
|
|
2022
Q2 | $1.79M | Buy |
23,501
+10,271
| +78% | +$841K | 0.18% | 141 |
|
|
2022
Q1 | $1.16M | Sell |
13,230
-569
| -4% | -$54.9K | 0.07% | 226 |
|
|
2021
Q4 | $1.35M | Sell |
13,799
-9,276
| -40% | -$924K | 0.08% | 211 |
|
|
2021
Q3 | $2.25M | Buy |
23,075
+8,593
| +59% | +$851K | 0.16% | 133 |
|
|
2021
Q2 | $1.33M | Buy |
14,482
+9,897
| +216% | +$849K | 0.09% | 209 |
|
|
2021
Q1 | $356K | Hold |
4,585
| – | – | 0.03% | 427 |
|
|
2020
Q4 | $314K | Hold |
4,585
| – | – | 0.03% | 419 |
|
|
2020
Q3 | $222K | Buy |
4,585
+114
| +3% | +$5.74K | 0.02% | 475 |
|
|
2020
Q2 | $216K | Sell |
4,471
-1,415
| -24% | -$59.4K | 0.02% | 480 |
|
|
2020
Q1 | $200K | Sell |
5,886
-1,120
| -16% | -$52.7K | 0.02% | 471 |
|
|
2019
Q4 | $358K | Sell |
7,006
-211
| -3% | -$9.99K | 0.03% | 390 |
|
|
2019
Q3 | $308K | Buy |
7,217
+1,165
| +19% | +$49.8K | 0.03% | 416 |
|
|
2019
Q2 | $265K | Buy |
6,052
+1,218
| +25% | +$54.3K | 0.03% | 403 |
|
|
2019
Q1 | $204K | Sell |
4,834
-4,691
| -49% | -$197K | 0.02% | 425 |
|
|
2018
Q4 | $378K | Buy |
9,525
+7,102
| +293% | +$310K | 0.05% | 287 |
|
|
2018
Q3 | $113K | Sell |
2,423
-873
| -26% | -$42.6K | 0.01% | 530 |
|
|
2018
Q2 | $156K | Buy |
3,296
+182
| +6% | +$9.51K | 0.02% | 440 |
|
|
2018
Q1 | $168K | Buy |
3,114
+1,700
| +120% | +$94.1K | 0.02% | 420 |
|
|
2017
Q4 | $74K | Buy |
+1,414
| New | +$71.5K | 0.01% | 553 |
|
Other funds holding MS
Advisornet Financial's MS Position: Q2 2026 in Review
Advisornet Financial increased its Morgan Stanley (MS) stake by 2.4% in Q2 2026, buying an estimated $25K and bringing the position to 5,413 shares worth $1.13M. The position accounts for 0.05% of the portfolio, ranked #253.
Advisornet Financial first reported a position in MS in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.25M in Q3 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Advisornet Financial held 5,413 shares of Morgan Stanley worth $1.13M as of Q2 2026.
- Advisornet Financial bought 126 Morgan Stanley shares in Q2 2026, an estimated $25K.
- Morgan Stanley made up 0.05% of Advisornet Financial's portfolio in Q2 2026, its #253 holding.
- Advisornet Financial first reported a position in Morgan Stanley in Q4 2017 and has held it in 35 quarters since.
- Advisornet Financial's Morgan Stanley position peaked at $2.25M in Q3 2021.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.