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Avion Wealth’s Morgan Stanley MS Stock Holding History

Avion 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 		$59K Buy
284
+49
+21% +$9.7K 0.01% 227
2026
Q1 		$38K Buy
235
+19
+9% +$3.29K 0.01% 240
2025
Q4 		$38K Sell
216
-3
-1% -$500 0.01% 242
2025
Q3 		$34K Buy
219
+20
+10% +$2.95K 0.01% 265
2025
Q2 		$28K Buy
199
+58
+41% +$7.12K 0.01% 267
2025
Q1 		$17K Hold
141
– – ﹤0.01% 311
2024
Q4 		$17K Buy
141
+8
+6% +$985 ﹤0.01% 311
2024
Q3 		$13K Buy
133
+18
+16% +$1.81K ﹤0.01% 324
2024
Q2 		$11K Sell
115
-63
-35% -$6K ﹤0.01% 316
2024
Q1 		$17K Buy
178
+12
+7% +$1.06K ﹤0.01% 241
2023
Q4 		$15K Sell
166
-3
-2% -$240 ﹤0.01% 236
2023
Q3 		$13K Buy
169
+3
+2% +$260 ﹤0.01% 248
2023
Q2 		$14K Sell
166
-54
-25% -$4.62K ﹤0.01% 264
2023
Q1 		$18K Buy
220
+17
+8% +$1.59K ﹤0.01% 221
2022
Q4 		$16K Hold
203
– – 0.01% 230
2022
Q3 		$16K Sell
203
-78
-28% -$6.57K 0.01% 231
2022
Q2 		$21K Buy
281
+72
+34% +$5.9K 0.01% 202
2022
Q1 		$18K Buy
209
+106
+103% +$10.2K 0.01% 187
2021
Q4 		$10K Hold
103
– – ﹤0.01% 236
2021
Q3 		$10K Buy
103
+100
+3,333% +$9.91K ﹤0.01% 233
2021
Q2 		$0 Hold
3
– – ﹤0.01% 398
2021
Q1 		$0 Hold
3
– – ﹤0.01% 371
2020
Q4 		$0 Buy
+3
New +$172 ﹤0.01% 367

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Avion Wealth's MS Position: Q2 2026 in Review

Avion Wealth increased its Morgan Stanley (MS) stake by 21% in Q2 2026, buying an estimated $9.7K and bringing the position to 284 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #227.

Avion Wealth first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Avion Wealth held 284 shares of Morgan Stanley worth $59K as of Q2 2026.
  • Avion Wealth bought 49 Morgan Stanley shares in Q2 2026, an estimated $9.7K.
  • Morgan Stanley made up 0.01% of Avion Wealth's portfolio in Q2 2026, its #227 holding.
  • Avion Wealth first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.