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Alta Wealth Advisors’s Morgan Stanley MS Stock Holding History

Alta 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 		$972K Sell
4,651
-128
-3% -$25.3K 0.26% 71
2026
Q1 		$786K Buy
4,779
+198
+4% +$34.3K 0.26% 74
2025
Q4 		$813K Buy
4,581
+2,532
+124% +$422K 0.27% 65
2025
Q3 		$326K Hold
2,049
– – 0.12% 117
2025
Q2 		$289K Sell
2,049
-250
-11% -$30.7K 0.14% 96
2025
Q1 		$268K Buy
2,299
+226
+11% +$29.1K 0.12% 116
2024
Q4 		$261K Sell
2,073
-50
-2% -$6.16K 0.11% 120
2024
Q3 		$221K Sell
2,123
-37
-2% -$3.73K 0.1% 125
2024
Q2 		$210K Sell
2,160
-200
-8% -$19K 0.1% 117
2024
Q1 		$222K Buy
+2,360
New +$208K 0.11% 121
2022
Q4 		– Sell
-2,988
Closed -$236K – 147
2022
Q3 		$236K Buy
2,988
+150
+5% +$12.6K 0.17% 124
2022
Q2 		$219K Hold
2,838
– – 0.15% 129
2022
Q1 		$248K Buy
+2,838
New +$274K 0.15% 132

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

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

Alta Wealth Advisors reduced its Morgan Stanley (MS) stake by 2.7% in Q2 2026, selling an estimated $25.3K and leaving 4,651 shares worth $972K. The position accounts for 0.26% of the portfolio, ranked #71.

Alta Wealth Advisors first reported a position in MS in Q1 2022 and has held it in 13 quarters since. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Alta Wealth Advisors held 4,651 shares of Morgan Stanley worth $972K as of Q2 2026.
  • Alta Wealth Advisors sold 128 Morgan Stanley shares in Q2 2026, an estimated $25.3K.
  • Morgan Stanley made up 0.26% of Alta Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Alta Wealth Advisors first reported a position in Morgan Stanley in Q1 2022 and has held it in 13 quarters since.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.