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Canvas Wealth Advisors’s Morgan Stanley MS Stock Holding History

Canvas Wealth Advisors’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 		$453K Buy
2,165
+12
+0.6% +$2.38K 0.06% 148
2026
Q1 		$354K Buy
2,153
+25
+1% +$4.33K 0.06% 160
2025
Q4 		$378K Sell
2,128
-37
-2% -$6.17K 0.06% 137
2025
Q3 		$341K Buy
2,165
+19
+0.9% +$2.81K 0.06% 142
2025
Q2 		$306K Buy
2,146
+197
+10% +$24.2K 0.06% 142
2025
Q1 		$215K Buy
1,949
+48
+3% +$6.18K 0.06% 166
2024
Q4 		$239K Sell
1,901
-743
-28% -$91.5K 0.06% 150
2024
Q3 		$276K Buy
2,644
+499
+23% +$50.3K 0.08% 137
2024
Q2 		$223K Buy
+2,145
New +$204K 0.07% 136
2022
Q3 		– Sell
-2,851
Closed -$217K – 134
2022
Q2 		$217K Buy
+2,851
New +$234K 0.09% 118
2022
Q1 		– Sell
-4,461
Closed -$438K – 160
2021
Q4 		$438K Buy
4,461
+393
+10% +$39.1K 0.16% 95
2021
Q3 		$396K Buy
4,068
+50
+1% +$4.95K 0.16% 88
2021
Q2 		$368K Buy
4,018
+663
+20% +$56.9K 0.17% 88
2021
Q1 		$269K Buy
+3,355
New +$257K 0.16% 91

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Canvas Wealth Advisors's MS Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Morgan Stanley (MS) stake by 0.56% in Q2 2026, buying an estimated $2.38K and bringing the position to 2,165 shares worth $453K. The position accounts for 0.06% of the portfolio, ranked #148.

Canvas Wealth Advisors first reported a position in MS in Q1 2021 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Canvas Wealth Advisors held 2,165 shares of Morgan Stanley worth $453K as of Q2 2026.
  • Canvas Wealth Advisors bought 12 Morgan Stanley shares in Q2 2026, an estimated $2.38K.
  • Morgan Stanley made up 0.06% of Canvas Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • Canvas Wealth Advisors first reported a position in Morgan Stanley in Q1 2021 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.