AWE
MS icon

Avidian Wealth Enterprises’s Morgan Stanley MS Stock Holding History

Avidian Wealth Enterprises’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 		$4.98M Buy
23,823
+1,120
+5% +$222K 0.14% 110
2026
Q1 		$3.74M Buy
22,703
+11,361
+100% +$1.97M 0.12% 121
2025
Q4 		$2.01M Sell
11,342
-88
-0.8% -$14.7K 0.07% 143
2025
Q3 		$1.82M Buy
11,430
+901
+9% +$133K 0.07% 152
2025
Q2 		$1.48M Sell
10,529
-115
-1% -$14.1K 0.06% 163
2025
Q1 		$1.24M Buy
10,644
+274
+3% +$35.3K 0.06% 171
2024
Q4 		$1.3M Buy
10,370
+305
+3% +$37.6K 0.06% 157
2024
Q3 		$1.05M Sell
10,065
-680
-6% -$68.5K 0.05% 184
2024
Q2 		$1.04M Buy
10,745
+673
+7% +$64.1K 0.04% 180
2024
Q1 		$948K Buy
10,072
+400
+4% +$35.2K 0.05% 171
2023
Q4 		$902K Sell
9,672
-2,575
-21% -$206K 0.06% 178
2023
Q3 		$1M Sell
12,247
-314
-2% -$27.3K 0.07% 162
2023
Q2 		$1.07M Buy
12,561
+3,208
+34% +$274K 0.07% 170
2023
Q1 		$821K Sell
9,353
-407
-4% -$38K 0.05% 228
2022
Q4 		$830K Buy
9,760
+3,751
+62% +$320K 0.05% 203
2022
Q3 		$475K Buy
6,009
+7
+0.1% +$590 0.03% 242
2022
Q2 		$457K Sell
6,002
-5,339
-47% -$437K 0.03% 280
2022
Q1 		$991K Sell
11,341
-1,405
-11% -$136K 0.06% 196
2021
Q4 		$1.25M Buy
12,746
+4,566
+56% +$455K 0.08% 159
2021
Q3 		$796K Buy
8,180
+288
+4% +$28.5K 0.06% 155
2021
Q2 		$724K Buy
7,892
+1,385
+21% +$119K 0.06% 164
2021
Q1 		$505K Buy
6,507
+119
+2% +$9.12K 0.04% 213
2020
Q4 		$438K Buy
6,388
+4
+0.1% +$230 0.04% 206
2020
Q3 		$309K Buy
6,384
+67
+1% +$3.38K 0.04% 212
2020
Q2 		$305K Buy
6,317
+257
+4% +$10.8K 0.04% 193
2020
Q1 		$206K Sell
6,060
-113
-2% -$5.32K 0.03% 190
2019
Q4 		$316K Buy
6,173
+129
+2% +$6.11K 0.04% 171
2019
Q3 		$258K Buy
6,044
+349
+6% +$14.9K 0.04% 162
2019
Q2 		$250K Buy
5,695
+377
+7% +$16.8K 0.06% 131
2019
Q1 		$224K Sell
5,318
-164
-3% -$6.9K 0.05% 115
2018
Q4 		$217K Buy
5,482
+468
+9% +$20.4K 0.08% 83
2018
Q3 		$234K Buy
5,014
+46
+0.9% +$2.25K 0.07% 95
2018
Q2 		$235K Hold
4,968
– – 0.07% 87
2018
Q1 		$268K Buy
+4,968
New +$275K 0.09% 80

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

Avidian Wealth Enterprises's MS Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Morgan Stanley (MS) stake by 4.9% in Q2 2026, buying an estimated $222K and bringing the position to 23,823 shares worth $4.98M. The position accounts for 0.14% of the portfolio, ranked #110.

Avidian Wealth Enterprises first reported a position in MS in Q1 2018 and has held it in 34 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Avidian Wealth Enterprises held 23,823 shares of Morgan Stanley worth $4.98M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,120 Morgan Stanley shares in Q2 2026, an estimated $222K.
  • Morgan Stanley made up 0.14% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #110 holding.
  • Avidian Wealth Enterprises first reported a position in Morgan Stanley in Q1 2018 and has held it in 34 quarters since.
  • 935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.