Ameritas Advisory Services’s Morgan Stanley MS Stock Holding History

Ameritas Advisory Services’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	$1.14M	Buy	5,441 +1,033	+23%	+$205K	0.02%	521
2026 Q1	$725K	Sell	4,408 -601	-12%	-$104K	0.03%	464
2025 Q4	$889K	Buy	5,009 +3,508	+234%	+$585K	0.03%	397
2025 Q3	$239K	Sell	1,501 -2,008	-57%	-$297K	0.02%	572
2025 Q2	$494K	Buy	3,509 +396	+13%	+$48.6K	0.03%	513
2025 Q1	$375K	Buy	3,113 +160	+5%	+$20.6K	0.02%	636
2024 Q4	$371K	Buy	+2,953	New	+$364K	0.01%	666
2024 Q3	–	Sell	-2,799	Closed	-$272K	–	907
2024 Q2	$272K	Buy	2,799 +26	+0.9%	+$2.48K	0.01%	755
2024 Q1	$259K	Sell	2,773 -262	-9%	-$23.1K	0.01%	744
2023 Q4	$275K	Buy	+3,035	New	+$243K	0.02%	571
2023 Q2	–	Sell	-4,733	Closed	-$421K	–	1792
2023 Q1	$421K	Sell	4,733 -568	-11%	-$53K	0.02%	535
2022 Q4	$451K	Buy	5,301 +96	+2%	+$8.18K	0.02%	570
2022 Q3	$411K	Sell	5,205 -65	-1%	-$5.48K	0.02%	483
2022 Q2	$401K	Buy	5,270 +635	+14%	+$52K	0.02%	520
2022 Q1	$405K	Buy	4,635 +909	+24%	+$87.7K	0.01%	563
2021 Q4	$366K	Buy	+3,726	New	+$371K	0.01%	591

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

Ameritas Advisory Services's MS Position: Q2 2026 in Review

Ameritas Advisory Services increased its Morgan Stanley (MS) stake by 23% in Q2 2026, buying an estimated $205K and bringing the position to 5,441 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #521.

Ameritas Advisory Services first reported a position in MS in Q4 2021 and has held it in 16 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Ameritas Advisory Services held 5,441 shares of Morgan Stanley worth $1.14M as of Q2 2026.
Ameritas Advisory Services bought 1,033 Morgan Stanley shares in Q2 2026, an estimated $205K.
Morgan Stanley made up 0.02% of Ameritas Advisory Services's portfolio in Q2 2026, its #521 holding.
Ameritas Advisory Services first reported a position in Morgan Stanley in Q4 2021 and has held it in 16 quarters since.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.