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Armstrong Advisory Group’s Morgan Stanley MS Stock Holding History

Armstrong Advisory Group’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 		$343K Hold
1,638
– – 0.02% 192
2026
Q1 		$270K Sell
1,638
-7
-0.4% -$1.21K 0.02% 204
2025
Q4 		$292K Buy
1,645
+7
+0.4% +$1.17K 0.02% 184
2025
Q3 		$260K Hold
1,638
– – 0.02% 183
2025
Q2 		$231K Sell
1,638
-71
-4% -$8.72K 0.02% 186
2025
Q1 		$215K Hold
1,709
– – 0.02% 183
2024
Q4 		$215K Buy
1,709
+566
+50% +$69.7K 0.02% 183
2024
Q3 		$119K Sell
1,143
-39
-3% -$3.93K 0.01% 248
2024
Q2 		$115K Sell
1,182
-73
-6% -$6.95K 0.01% 239
2024
Q1 		$117K Hold
1,255
– – 0.01% 232
2023
Q4 		$117K Hold
1,255
– – 0.01% 232
2023
Q3 		$102K Hold
1,255
– – 0.01% 233
2023
Q2 		$107K Hold
1,255
– – 0.01% 230
2023
Q1 		$110K Hold
1,255
– – 0.01% 230
2022
Q4 		$107K Buy
+1,255
New +$107K 0.01% 234

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Armstrong Advisory Group's MS Position: Q2 2026 in Review

Armstrong Advisory Group held its Morgan Stanley (MS) position steady in Q2 2026 at 1,638 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #192.

Armstrong Advisory Group first reported a position in MS in Q4 2022 and has held it in 15 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Armstrong Advisory Group held 1,638 shares of Morgan Stanley worth $343K as of Q2 2026.
  • Armstrong Advisory Group left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of Armstrong Advisory Group's portfolio in Q2 2026, its #192 holding.
  • Armstrong Advisory Group first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.