Ameliora Wealth Management’s Morgan Stanley MS Stock Holding History

Ameliora 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
2026 Q2	$151K	Hold	724	–	–	0.04%	118
2026 Q1	$119K	Hold	724	–	–	0.04%	117
2025 Q4	$129K	Hold	724	–	–	0.04%	118
2025 Q3	$115K	Sell	724 -68	-9%	-$10K	0.04%	128
2025 Q2	$112K	Hold	792	–	–	0.04%	129
2025 Q1	$92.4K	Hold	792	–	–	0.03%	141
2024 Q4	$99.6K	Buy	792 +140	+21%	+$17.2K	0.04%	132
2024 Q3	$68K	Hold	652	–	–	0.03%	107
2024 Q2	$63.4K	Sell	652 -20,218	-97%	-$1.92M	0.03%	114
2024 Q1	$1.97M	Sell	20,870 -30	-0.1%	-$2.64K	0.89%	37
2023 Q4	$1.95M	Hold	20,900	–	–	0.97%	35
2023 Q3	$1.71M	Buy	20,900 +900	+5%	+$78.1K	1.01%	34
2023 Q2	$1.71M	Sell	20,000 -150	-0.7%	-$12.8K	1.06%	35
2023 Q1	$1.77M	Sell	20,150 -1,000	-5%	-$93.3K	1.03%	33
2022 Q4	$1.8M	Hold	21,150	–	–	0.96%	34
2022 Q3	$1.62M	Buy	+21,150	New	+$1.78M	0.88%	36

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Ameliora Wealth Management's MS Position: Q2 2026 in Review

Ameliora Wealth Management held its Morgan Stanley (MS) position steady in Q2 2026 at 724 shares worth $151K. The position accounts for 0.04% of the portfolio, ranked #118.

Ameliora Wealth Management first reported a position in MS in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.97M in Q1 2024. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Ameliora Wealth Management held 724 shares of Morgan Stanley worth $151K as of Q2 2026.
Ameliora Wealth Management left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.04% of Ameliora Wealth Management's portfolio in Q2 2026, its #118 holding.
Ameliora Wealth Management first reported a position in Morgan Stanley in Q3 2022 and has held it in 16 quarters since.
Ameliora Wealth Management's Morgan Stanley position peaked at $1.97M in Q1 2024.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.