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AGH Wealth Advisors’s Morgan Stanley MS Stock Holding History

AGH Wealth Advisors’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 		$394K Buy
1,884
+150
+9% +$29.7K 0.25% 79
2026
Q1 		$285K Buy
1,734
+88
+5% +$15.2K 0.21% 93
2025
Q4 		$292K Sell
1,646
-154
-9% -$25.7K 0.22% 81
2025
Q3 		$286K Buy
1,800
+97
+6% +$14.3K 0.21% 89
2025
Q2 		$240K Buy
+1,703
New +$209K 0.2% 102
2025
Q1 		– Sell
-1,648
Closed -$207K – 123
2024
Q4 		$207K Buy
+1,648
New +$203K 0.19% 108

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AGH Wealth Advisors's MS Position: Q2 2026 in Review

AGH Wealth Advisors increased its Morgan Stanley (MS) stake by 8.7% in Q2 2026, buying an estimated $29.7K and bringing the position to 1,884 shares worth $394K. The position accounts for 0.25% of the portfolio, ranked #79.

AGH Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 6 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • AGH Wealth Advisors held 1,884 shares of Morgan Stanley worth $394K as of Q2 2026.
  • AGH Wealth Advisors bought 150 Morgan Stanley shares in Q2 2026, an estimated $29.7K.
  • Morgan Stanley made up 0.25% of AGH Wealth Advisors's portfolio in Q2 2026, its #79 holding.
  • AGH Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.