Caliber Wealth Management (Kansas)’s Morgan Stanley MS Stock Holding History

Caliber Wealth Management (Kansas)’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	$379K	Sell	1,811 -196	-10%	-$38.8K	0.04%	214
2026 Q1	$330K	Buy	2,007 +80	+4%	+$13.8K	0.04%	210
2025 Q4	$342K	Buy	1,927 +215	+13%	+$35.9K	0.04%	206
2025 Q3	$272K	Sell	1,712 -244	-12%	-$36K	0.03%	215
2025 Q2	$276K	Buy	1,956 +1	+0.1%	+$123	0.03%	236
2025 Q1	$228K	Buy	+1,955	New	+$252K	0.03%	224

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

Caliber Wealth Management (Kansas)'s MS Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its Morgan Stanley (MS) stake by 9.8% in Q2 2026, selling an estimated $38.8K and leaving 1,811 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #214.

Caliber Wealth Management (Kansas) first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Caliber Wealth Management (Kansas) held 1,811 shares of Morgan Stanley worth $379K as of Q2 2026.
Caliber Wealth Management (Kansas) sold 196 Morgan Stanley shares in Q2 2026, an estimated $38.8K.
Morgan Stanley made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #214 holding.
Caliber Wealth Management (Kansas) first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.