AAS
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Avantax Advisory Services’s Morgan Stanley MS Stock Holding History

Avantax 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
2025
Q2 		$16M Buy
113,283
+2,424
+2% +$298K 0.09% 177
2025
Q1 		$12.9M Buy
110,859
+602
+0.5% +$77.6K 0.08% 199
2024
Q4 		$13.9M Buy
110,257
+2,260
+2% +$278K 0.09% 171
2024
Q3 		$11.3M Buy
107,997
+3,406
+3% +$343K 0.07% 198
2024
Q2 		$10.2M Buy
104,591
+29,764
+40% +$2.83M 0.07% 204
2024
Q1 		$7.05M Buy
74,827
+1,916
+3% +$169K 0.06% 237
2023
Q4 		$6.8M Buy
72,911
+6,745
+10% +$540K 0.07% 224
2023
Q3 		$5.4M Buy
66,166
+2,440
+4% +$212K 0.06% 237
2023
Q2 		$5.44M Buy
63,726
+6,567
+11% +$562K 0.06% 236
2023
Q1 		$5.02M Buy
57,159
+17,607
+45% +$1.64M 0.06% 244
2022
Q4 		$3.36M Buy
39,552
+927
+2% +$79K 0.04% 302
2022
Q3 		$3.05M Sell
38,625
-2,548
-6% -$215K 0.05% 288
2022
Q2 		$3.13M Buy
41,173
+96
+0.2% +$7.86K 0.05% 284
2022
Q1 		$3.59M Buy
41,077
+4,217
+11% +$407K 0.05% 267
2021
Q4 		$3.62M Buy
36,860
+1,276
+4% +$127K 0.05% 252
2021
Q3 		$3.46M Buy
35,584
+5,181
+17% +$513K 0.06% 242
2021
Q2 		$2.79M Buy
30,403
+1,442
+5% +$124K 0.05% 270
2021
Q1 		$2.25M Buy
28,961
+22,658
+359% +$1.74M 0.05% 267
2020
Q4 		$432K Sell
6,303
-6,318
-50% -$363K 0.01% 597
2020
Q3 		$610K Buy
12,621
+6,599
+110% +$332K 0.01% 727
2020
Q2 		$289K Buy
+6,022
New +$253K 0.01% 648
2020
Q1 		– Sell
-4,949
Closed -$253K – 858
2019
Q4 		$253K Buy
+4,949
New +$234K 0.01% 691

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Avantax Advisory Services's MS Position: Q2 2025 in Review

Avantax Advisory Services increased its Morgan Stanley (MS) stake by 2.2% in Q2 2025, buying an estimated $298K and bringing the position to 113,283 shares worth $16M. The position accounts for 0.09% of the portfolio, ranked #177.

Avantax Advisory Services first reported a position in MS in Q4 2019 and has held it in 22 quarters since. 2,204 funds tracked by Wall St. Rank hold MS as of Q2 2025.

  • Avantax Advisory Services held 113,283 shares of Morgan Stanley worth $16M as of Q2 2025.
  • Avantax Advisory Services bought 2,424 Morgan Stanley shares in Q2 2025, an estimated $298K.
  • Morgan Stanley made up 0.09% of Avantax Advisory Services's portfolio in Q2 2025, its #177 holding.
  • Avantax Advisory Services first reported a position in Morgan Stanley in Q4 2019 and has held it in 22 quarters since.
  • 2,204 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.