Aventura Private Wealth’s Morgan Stanley MS Stock Holding History

Aventura Private Wealth’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	$2.92M	Buy	13,978 +314	+2%	+$62.2K	0.9%	20
2026 Q1	$2.25M	Buy	13,664 +102	+0.8%	+$17.7K	0.82%	18
2025 Q4	$2.41M	Sell	13,562 -21	-0.2%	-$3.5K	0.87%	20
2025 Q3	$2.16M	Sell	13,583 -177	-1%	-$26.1K	0.8%	23
2025 Q2	$1.94M	Sell	13,760 -344	-2%	-$42.3K	0.84%	19
2025 Q1	$1.65M	Buy	14,104 +516	+4%	+$66.5K	0.86%	19
2024 Q4	$1.71M	Buy	+13,588	New	+$1.67M	0.92%	16

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aventura Private Wealth's MS Position: Q2 2026 in Review

Aventura Private Wealth increased its Morgan Stanley (MS) stake by 2.3% in Q2 2026, buying an estimated $62.2K and bringing the position to 13,978 shares worth $2.92M. The position accounts for 0.9% of the portfolio, ranked #20.

Aventura Private Wealth first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Aventura Private Wealth held 13,978 shares of Morgan Stanley worth $2.92M as of Q2 2026.
Aventura Private Wealth bought 314 Morgan Stanley shares in Q2 2026, an estimated $62.2K.
Morgan Stanley made up 0.9% of Aventura Private Wealth's portfolio in Q2 2026, its #20 holding.
Aventura Private Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.