Advisors Asset Management’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 | $17.9M | Buy |
85,487
+578
| +0.7% | +$114K | 0.27% | 64 |
|
|
2026
Q1 | $14M | Buy |
84,909
+6,712
| +9% | +$1.16M | 0.23% | 80 |
|
|
2025
Q4 | $13.9M | Sell |
78,197
-826
| -1% | -$138K | 0.23% | 73 |
|
|
2025
Q3 | $12.6M | Buy |
79,023
+1,395
| +2% | +$206K | 0.21% | 88 |
|
|
2025
Q2 | $10.9M | Sell |
77,628
-6,100
| -7% | -$749K | 0.2% | 113 |
|
|
2025
Q1 | $9.77M | Buy |
83,728
+12,376
| +17% | +$1.59M | 0.18% | 126 |
|
|
2024
Q4 | $8.97M | Sell |
71,352
-10,614
| -13% | -$1.31M | 0.17% | 138 |
|
|
2024
Q3 | $8.54M | Sell |
81,966
-2,756
| -3% | -$278K | 0.16% | 155 |
|
|
2024
Q2 | $8.23M | Buy |
84,722
+936
| +1% | +$89.1K | 0.16% | 153 |
|
|
2024
Q1 | $7.89M | Sell |
83,786
-2,586
| -3% | -$228K | 0.15% | 167 |
|
|
2023
Q4 | $8.05M | Sell |
86,372
-13,769
| -14% | -$1.1M | 0.16% | 138 |
|
|
2023
Q3 | $8.18M | Sell |
100,141
-1,334
| -1% | -$116K | 0.18% | 126 |
|
|
2023
Q2 | $8.67M | Sell |
101,475
-2,804
| -3% | -$240K | 0.18% | 124 |
|
|
2023
Q1 | $9.16M | Sell |
104,279
-6,205
| -6% | -$579K | 0.19% | 118 |
|
|
2022
Q4 | $9.39M | Sell |
110,484
-18,455
| -14% | -$1.57M | 0.19% | 115 |
|
|
2022
Q3 | $10.2M | Sell |
128,939
-8,471
| -6% | -$714K | 0.21% | 88 |
|
|
2022
Q2 | $10.5M | Sell |
137,410
-7,222
| -5% | -$592K | 0.2% | 105 |
|
|
2022
Q1 | $12.6M | Buy |
144,632
+17,821
| +14% | +$1.72M | 0.19% | 103 |
|
|
2021
Q4 | $12.4M | Buy |
126,811
+28,648
| +29% | +$2.85M | 0.18% | 114 |
|
|
2021
Q3 | $9.55M | Buy |
98,163
+19,702
| +25% | +$1.95M | 0.15% | 137 |
|
|
2021
Q2 | $7.19M | Buy |
78,461
+9,304
| +13% | +$798K | 0.11% | 190 |
|
|
2021
Q1 | $5.37M | Buy |
69,157
+27,161
| +65% | +$2.08M | 0.08% | 232 |
|
|
2020
Q4 | $2.88M | Buy |
41,996
+11,614
| +38% | +$666K | 0.05% | 404 |
|
|
2020
Q3 | $1.47M | Sell |
30,382
-100
| -0.3% | -$5.04K | 0.03% | 584 |
|
|
2020
Q2 | $1.47M | Buy |
30,482
+468
| +2% | +$19.7K | 0.03% | 569 |
|
|
2020
Q1 | $1.02M | Sell |
30,014
-7,580
| -20% | -$357K | 0.02% | 609 |
|
|
2019
Q4 | $1.92M | Sell |
37,594
-11,678
| -24% | -$553K | 0.03% | 550 |
|
|
2019
Q3 | $2.1M | Sell |
49,272
-9,242
| -16% | -$395K | 0.04% | 516 |
|
|
2019
Q2 | $2.56M | Sell |
58,514
-1,107
| -2% | -$49.4K | 0.05% | 463 |
|
|
2019
Q1 | $2.52M | Buy |
59,621
+3,506
| +6% | +$148K | 0.05% | 460 |
|
|
2018
Q4 | $2.23M | Buy |
56,115
+20,937
| +60% | +$914K | 0.04% | 466 |
|
|
2018
Q3 | $1.64M | Buy |
35,178
+7,764
| +28% | +$379K | 0.03% | 668 |
|
|
2018
Q2 | $1.3M | Buy |
27,414
+4,687
| +21% | +$245K | 0.02% | 751 |
|
|
2018
Q1 | $1.27M | Buy |
22,727
+2,493
| +12% | +$138K | 0.02% | 746 |
|
|
2017
Q4 | $1.06M | Buy |
20,234
+2,321
| +13% | +$117K | 0.02% | 826 |
|
|
2017
Q3 | $863K | Sell |
17,913
-1,165
| -6% | -$54K | 0.01% | 913 |
|
|
2017
Q2 | $850K | Buy |
19,078
+1,533
| +9% | +$66.1K | 0.01% | 932 |
|
|
2017
Q1 | $752K | Sell |
17,545
-196
| -1% | -$8.7K | 0.01% | 958 |
|
|
2016
Q4 | $750K | Sell |
17,741
-379
| -2% | -$14.3K | 0.01% | 972 |
|
|
2016
Q3 | $581K | Buy |
18,120
+234
| +1% | +$6.98K | 0.01% | 1047 |
|
|
2016
Q2 | $465K | Sell |
17,886
-2,494
| -12% | -$65.2K | 0.01% | 1125 |
|
|
2016
Q1 | $510K | Sell |
20,380
-45
| -0.2% | -$1.15K | 0.01% | 1071 |
|
|
2015
Q4 | $650K | Buy |
20,425
+3,651
| +22% | +$121K | 0.01% | 1047 |
|
|
2015
Q3 | $528K | Buy |
16,774
+3,503
| +26% | +$128K | 0.01% | 1067 |
|
|
2015
Q2 | $515K | Buy |
13,271
+67
| +0.5% | +$2.55K | 0.01% | 1114 |
|
|
2015
Q1 | $471K | Buy |
13,204
+3,227
| +32% | +$116K | 0.01% | 1117 |
|
|
2014
Q4 | $387K | Buy |
9,977
+2,413
| +32% | +$85.8K | 0.01% | 1148 |
|
|
2014
Q3 | $261K | Sell |
7,564
-300
| -4% | -$10K | ﹤0.01% | 1236 |
|
|
2014
Q2 | $254K | Buy |
7,864
+100
| +1% | +$3.08K | ﹤0.01% | 1225 |
|
|
2014
Q1 | $242K | Sell |
7,764
-100
| -1% | -$3.09K | ﹤0.01% | 1201 |
|
|
2013
Q4 | $247K | Hold |
7,864
| – | – | ﹤0.01% | 1153 |
|
|
2013
Q3 | $212K | Sell |
7,864
-200
| -2% | -$5.37K | ﹤0.01% | 1111 |
|
|
2013
Q2 | $197K | Buy |
+8,064
| New | +$191K | ﹤0.01% | 1109 |
|
Other funds holding MS
Advisors Asset Management's MS Position: Q2 2026 in Review
Advisors Asset Management increased its Morgan Stanley (MS) stake by 0.68% in Q2 2026, buying an estimated $114K and bringing the position to 85,487 shares worth $17.9M. The position accounts for 0.27% of the portfolio, ranked #64.
Advisors Asset Management first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Advisors Asset Management held 85,487 shares of Morgan Stanley worth $17.9M as of Q2 2026.
- Advisors Asset Management bought 578 Morgan Stanley shares in Q2 2026, an estimated $114K.
- Morgan Stanley made up 0.27% of Advisors Asset Management's portfolio in Q2 2026, its #64 holding.
- Advisors Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.