Alliance Wealth Advisors (Pennsylvania)’s Morgan Stanley MS Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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	$864K	Hold	4,133	–	–	0.28%	55
2026 Q1	$680K	Hold	4,133	–	–	0.3%	52
2025 Q4	$734K	Hold	4,133	–	–	0.32%	50
2025 Q3	$657K	Hold	4,133	–	–	0.29%	54
2025 Q2	$582K	Hold	4,133	–	–	0.3%	57
2025 Q1	$482K	Hold	4,133	–	–	0.27%	66
2024 Q4	$520K	Hold	4,133	–	–	0.29%	63
2024 Q3	$431K	Hold	4,133	–	–	0.25%	76
2024 Q2	$402K	Hold	4,133	–	–	0.25%	76
2024 Q1	$389K	Hold	4,133	–	–	0.25%	80
2023 Q4	$385K	Hold	4,133	–	–	0.25%	79
2023 Q3	$338K	Hold	4,133	–	–	0.24%	81
2023 Q2	$353K	Hold	4,133	–	–	0.25%	82
2023 Q1	$363K	Hold	4,133	–	–	0.27%	72
2022 Q4	$351K	Sell	4,133 -130	-3%	-$11.1K	0.29%	73
2022 Q3	$337K	Sell	4,263 -70	-2%	-$5.9K	0.31%	71
2022 Q2	$330K	Sell	4,333 -2	-0%	-$164	0.29%	74
2022 Q1	$379K	Hold	4,335	–	–	0.31%	73
2021 Q4	$426K	Hold	4,335	–	–	0.35%	68
2021 Q3	$422K	Hold	4,335	–	–	0.37%	67
2021 Q2	$397K	Hold	4,335	–	–	0.36%	68
2021 Q1	$337K	Sell	4,335 -500	-10%	-$38.3K	0.33%	72
2020 Q4	$331K	Buy	+4,835	New	+$277K	0.35%	68

Other funds holding MS

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania)'s MS Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) held its Morgan Stanley (MS) position steady in Q2 2026 at 4,133 shares worth $864K. The position accounts for 0.28% of the portfolio, ranked #55.

Alliance Wealth Advisors (Pennsylvania) first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 448 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Alliance Wealth Advisors (Pennsylvania) held 4,133 shares of Morgan Stanley worth $864K as of Q2 2026.
Alliance Wealth Advisors (Pennsylvania) left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.28% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #55 holding.
Alliance Wealth Advisors (Pennsylvania) first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
448 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.