AWM
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Altium Wealth Management’s Morgan Stanley MS Stock Holding History

Altium Wealth Management’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
2022
Q2 		$1.27M Buy
16,640
+1,289
+8% +$106K 0.09% 136
2022
Q1 		$1.34M Sell
15,351
-254
-2% -$24.5K 0.09% 129
2021
Q4 		$1.53M Buy
15,605
+2,205
+16% +$220K 0.1% 108
2021
Q3 		$1.3M Buy
13,400
+1,695
+14% +$168K 0.09% 105
2021
Q2 		$1.07M Buy
11,705
+905
+8% +$77.6K 0.08% 120
2021
Q1 		$839K Buy
10,800
+477
+5% +$36.6K 0.07% 133
2020
Q4 		$707K Buy
10,323
+786
+8% +$45.1K 0.06% 134
2020
Q3 		$461K Buy
9,537
+726
+8% +$36.6K 0.05% 186
2020
Q2 		$426K Sell
8,811
-579
-6% -$24.3K 0.05% 208
2020
Q1 		$319K Buy
9,390
+2,391
+34% +$113K 0.04% 200
2019
Q4 		$358K Sell
6,999
-1,565
-18% -$74.1K 0.04% 201
2019
Q3 		$365K Buy
8,564
+93
+1% +$3.98K 0.05% 192
2019
Q2 		$371K Sell
8,471
-1,018
-11% -$45.4K 0.05% 193
2019
Q1 		$400K Buy
9,489
+760
+9% +$32K 0.06% 184
2018
Q4 		$346K Sell
8,729
-443
-5% -$19.3K 0.07% 185
2018
Q3 		$427K Sell
9,172
-468
-5% -$22.9K 0.08% 173
2018
Q2 		$457K Buy
9,640
+2,206
+30% +$115K 0.12% 126
2018
Q1 		$401K Buy
7,434
+801
+12% +$44.3K 0.16% 101
2017
Q4 		$348K Buy
+6,633
New +$335K 0.16% 106

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Altium Wealth Management's MS Position: Q2 2022 in Review

Altium Wealth Management increased its Morgan Stanley (MS) stake by 8.4% in Q2 2022, buying an estimated $106K and bringing the position to 16,640 shares worth $1.27M. The position accounts for 0.09% of the portfolio, ranked #136.

Altium Wealth Management first reported a position in MS in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.53M in Q4 2021. 1,602 funds tracked by Wall St. Rank hold MS as of Q2 2022.

  • Altium Wealth Management held 16,640 shares of Morgan Stanley worth $1.27M as of Q2 2022.
  • Altium Wealth Management bought 1,289 Morgan Stanley shares in Q2 2022, an estimated $106K.
  • Morgan Stanley made up 0.09% of Altium Wealth Management's portfolio in Q2 2022, its #136 holding.
  • Altium Wealth Management first reported a position in Morgan Stanley in Q4 2017 and has held it in 19 quarters since.
  • Altium Wealth Management's Morgan Stanley position peaked at $1.53M in Q4 2021.
  • 1,602 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.