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Bogart Wealth LLC’s Morgan Stanley MS Stock Holding History

Bogart Wealth LLC’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 		$221K Buy
1,055
+104
+11% +$20.6K 0.01% 267
2026
Q1 		$156K Buy
951
+34
+4% +$5.89K 0.01% 296
2025
Q4 		$163K Sell
917
-64
-7% -$10.7K 0.01% 274
2025
Q3 		$156K Buy
981
+26
+3% +$3.84K 0.01% 276
2025
Q2 		$135K Sell
955
-207
-18% -$25.4K 0.01% 293
2025
Q1 		$136K Buy
1,162
+54
+5% +$6.96K 0.01% 269
2024
Q4 		$139K Buy
1,108
+138
+14% +$17K 0.01% 258
2024
Q3 		$101K Hold
970
– – ﹤0.01% 308
2024
Q2 		$94.3K Hold
970
– – ﹤0.01% 304
2024
Q1 		$91.3K Sell
970
-607
-38% -$53.5K ﹤0.01% 294
2023
Q4 		$147K Buy
1,577
+57
+4% +$4.56K 0.01% 219
2023
Q3 		$124K Sell
1,520
-105
-6% -$9.12K 0.01% 229
2023
Q2 		$139K Sell
1,625
-40
-2% -$3.42K 0.01% 214
2023
Q1 		$146K Buy
1,665
+104
+7% +$9.71K 0.01% 198
2022
Q4 		$133K Buy
1,561
+171
+12% +$14.6K 0.01% 206
2022
Q3 		$110K Buy
1,390
+465
+50% +$39.2K 0.01% 208
2022
Q2 		$70K Buy
925
+109
+13% +$8.93K 0.01% 245
2022
Q1 		$71K Sell
816
-161
-16% -$15.5K 0.01% 245
2021
Q4 		$96K Hold
977
– – 0.01% 205
2021
Q3 		$95K Sell
977
-107
-10% -$10.6K 0.01% 192
2021
Q2 		$99K Sell
1,084
-55,171
-98% -$4.73M 0.01% 180
2021
Q1 		$4.37M Buy
56,255
+13,658
+32% +$1.05M 0.61% 31
2020
Q4 		$2.92M Buy
42,597
+3,848
+10% +$221K 0.54% 33
2020
Q3 		$1.87M Buy
38,749
+45
+0.1% +$2.27K 0.42% 40
2020
Q2 		$1.87M Buy
38,704
+4,025
+12% +$169K 0.44% 40
2020
Q1 		$1.18M Buy
+34,679
New +$1.63M 0.32% 47

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

Bogart Wealth LLC's MS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $20.6K and bringing the position to 1,055 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #267.

Bogart Wealth LLC first reported a position in MS in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.37M in Q1 2021. 877 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Bogart Wealth LLC held 1,055 shares of Morgan Stanley worth $221K as of Q2 2026.
  • Bogart Wealth LLC bought 104 Morgan Stanley shares in Q2 2026, an estimated $20.6K.
  • Morgan Stanley made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #267 holding.
  • Bogart Wealth LLC first reported a position in Morgan Stanley in Q1 2020 and has held it in 26 quarters since.
  • Bogart Wealth LLC's Morgan Stanley position peaked at $4.37M in Q1 2021.
  • 877 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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