Amplius Wealth Advisors
MS icon

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
Q3 		$567K Buy
3,016
+377
+14% +$80.1K 0.04% 128
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 $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Amplius Wealth Advisors's MS Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Morgan Stanley (MS) stake by 14% in Q3 2026, buying an estimated $80.1K and bringing the position to 3,016 shares worth $567K. The position accounts for 0.04% of the portfolio, ranked #128.

Amplius Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 20 quarters since. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Amplius Wealth Advisors held 3,016 shares of Morgan Stanley worth $567K as of Q3 2026.
  • Amplius Wealth Advisors bought 377 Morgan Stanley shares in Q3 2026, an estimated $80.1K.
  • Morgan Stanley made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #128 holding.
  • Amplius Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 20 quarters since.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.