AWM
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Avior Wealth Management’s Morgan Stanley MS Stock Holding History

Avior Wealth Management’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 		$1.89M Sell
9,031
-166
-2% -$32.9K 0.05% 251
2026
Q1 		$1.51M Sell
9,197
-258
-3% -$44.7K 0.04% 283
2025
Q4 		$1.68M Buy
9,455
+458
+5% +$76.4K 0.05% 226
2025
Q3 		$1.43M Buy
8,997
+59
+0.7% +$8.71K 0.05% 244
2025
Q2 		$1.26M Buy
8,938
+5
+0.1% +$614 0.04% 247
2025
Q1 		$1.04M Buy
8,933
+131
+1% +$16.9K 0.04% 257
2024
Q4 		$1.11M Buy
8,802
+395
+5% +$48.6K 0.04% 267
2024
Q3 		$876K Sell
8,407
-267
-3% -$26.9K 0.03% 316
2024
Q2 		$843K Sell
8,674
-901
-9% -$85.8K 0.04% 312
2024
Q1 		$902K Buy
9,575
+2,975
+45% +$262K 0.04% 310
2023
Q4 		$615K Buy
6,600
+163
+3% +$13K 0.04% 296
2023
Q3 		$526K Buy
6,437
+1
+0% +$87 0.04% 316
2023
Q2 		$550K Sell
6,436
-43
-0.7% -$3.68K 0.04% 315
2023
Q1 		$569K Buy
6,479
+46
+0.7% +$4.29K 0.04% 311
2022
Q4 		$547K Buy
6,433
+2
+0% +$170 0.04% 282
2022
Q3 		$508K Buy
6,431
+1
+0% +$84 0.04% 266
2022
Q2 		$489K Sell
6,430
-272
-4% -$22.3K 0.05% 255
2022
Q1 		$585K Buy
6,702
+274
+4% +$26.4K 0.05% 261
2021
Q4 		$630K Sell
6,428
-150
-2% -$14.9K 0.05% 278
2021
Q3 		$640K Buy
6,578
+153
+2% +$15.2K 0.05% 262
2021
Q2 		$589K Hold
6,425
– – 0.06% 270
2021
Q1 		$498K Sell
6,425
-422
-6% -$32.3K 0.05% 297
2020
Q4 		$469K Buy
6,847
+6,768
+8,567% +$388K 0.06% 282
2020
Q3 		$3K Sell
79
-4,530
-98% -$228K ﹤0.01% 799
2020
Q2 		$222K Hold
4,609
– – 0.03% 370
2020
Q1 		$156K Hold
4,609
– – 0.03% 376
2019
Q4 		$235K Hold
4,609
– – 0.04% 356
2019
Q3 		$196K Sell
4,609
-115
-2% -$4.92K 0.03% 363
2019
Q2 		$207K Buy
4,724
+115
+2% +$5.13K 0.04% 352
2019
Q1 		$194K Sell
4,609
-350
-7% -$14.7K 0.04% 345
2018
Q4 		$196K Sell
4,959
-104
-2% -$4.54K 0.05% 320
2018
Q3 		$236K Buy
5,063
+350
+7% +$17.1K 0.05% 306
2018
Q2 		$223K Sell
4,713
-18
-0.4% -$941 0.05% 306
2018
Q1 		$255K Sell
4,731
-109
-2% -$6.03K 0.06% 258
2017
Q4 		$254K Buy
4,840
+122
+3% +$6.17K 0.06% 279
2017
Q3 		$227K Buy
4,718
+109
+2% +$5.05K 0.07% 133
2017
Q2 		$205K Hold
4,609
– – 0.08% 115
2017
Q1 		$197K Buy
4,609
+4,510
+4,556% +$200K 0.07% 147
2016
Q4 		$4K Buy
+99
New +$3.74K ﹤0.01% 407
2016
Q3 		– Sell
-3,200
Closed -$83K – 484
2016
Q2 		$83K Hold
3,200
– – 0.04% 169
2016
Q1 		$80K Hold
3,200
– – 0.04% 165
2015
Q4 		$102K Hold
3,200
– – 0.06% 138
2015
Q3 		$101K Hold
3,200
– – 0.06% 131
2015
Q2 		$124K Hold
3,200
– – 0.1% 86
2015
Q1 		$114K Hold
3,200
– – 0.09% 89
2014
Q4 		$124K Hold
3,200
– – 0.1% 83
2014
Q3 		$111K Hold
3,200
– – 0.09% 87
2014
Q2 		$103K Buy
3,200
+1,600
+100% +$49.3K 0.09% 90
2014
Q1 		$50K Buy
+1,600
New +$49.4K 0.04% 126

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

Avior Wealth Management's MS Position: Q2 2026 in Review

Avior Wealth Management reduced its Morgan Stanley (MS) stake by 1.8% in Q2 2026, selling an estimated $32.9K and leaving 9,031 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #251.

Avior Wealth Management first reported a position in MS in Q1 2014 and has held it in 49 quarters since. 951 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Avior Wealth Management held 9,031 shares of Morgan Stanley worth $1.89M as of Q2 2026.
  • Avior Wealth Management sold 166 Morgan Stanley shares in Q2 2026, an estimated $32.9K.
  • Morgan Stanley made up 0.05% of Avior Wealth Management's portfolio in Q2 2026, its #251 holding.
  • Avior Wealth Management first reported a position in Morgan Stanley in Q1 2014 and has held it in 49 quarters since.
  • 951 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.