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Amplius Wealth Advisors’s Morgan Stanley MS Stock Holding History

Amplius 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 		$552K Buy
2,639
+21
+0.8% +$4.16K 0.04% 118
2026
Q1 		$431K Hold
2,618
– – 0.04% 117
2025
Q4 		$465K Sell
2,618
-65
-2% -$10.8K 0.04% 111
2025
Q3 		$426K Sell
2,683
-1,262
-32% -$186K 0.04% 120
2025
Q2 		$556K Buy
3,945
+84
+2% +$10.3K 0.05% 109
2025
Q1 		$450K Buy
3,861
+8
+0.2% +$1.03K 0.05% 117
2024
Q4 		$484K Hold
3,853
– – 0.05% 106
2024
Q3 		$402K Buy
3,853
+46
+1% +$4.63K 0.04% 111
2024
Q2 		$370K Buy
3,807
+91
+2% +$8.66K 0.04% 113
2024
Q1 		$350K Sell
3,716
-28
-0.7% -$2.47K 0.04% 117
2023
Q4 		$349K Sell
3,744
-25
-0.7% -$2K 0.04% 117
2023
Q3 		$308K Sell
3,769
-83
-2% -$7.21K 0.04% 119
2023
Q2 		$329K Sell
3,852
-126
-3% -$10.8K 0.04% 119
2023
Q1 		$349K Buy
3,978
+112
+3% +$10.5K 0.05% 117
2022
Q4 		$329K Buy
3,866
+15
+0.4% +$1.28K 0.05% 116
2022
Q3 		$304K Sell
3,851
-246
-6% -$20.7K 0.05% 118
2022
Q2 		$311K Buy
4,097
+32
+0.8% +$2.62K 0.05% 131
2022
Q1 		$355K Buy
4,065
+120
+3% +$11.6K 0.05% 123
2021
Q4 		$387K Buy
+3,945
New +$393K 0.05% 130

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Amplius Wealth Advisors increased its Morgan Stanley (MS) stake by 0.8% in Q2 2026, buying an estimated $4.16K and bringing the position to 2,639 shares worth $552K. The position accounts for 0.04% of the portfolio, ranked #118.

Amplius Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $556K in Q2 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Amplius Wealth Advisors held 2,639 shares of Morgan Stanley worth $552K as of Q2 2026.
  • Amplius Wealth Advisors bought 21 Morgan Stanley shares in Q2 2026, an estimated $4.16K.
  • Morgan Stanley made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Amplius Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Morgan Stanley position peaked at $556K in Q2 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.