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Carolina Wealth Advisors’s Morgan Stanley MS Stock Holding History

Carolina 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 		$12.1K Hold
58
– – ﹤0.01% 179
2026
Q1 		$9.54K Sell
58
-15
-21% -$2.6K ﹤0.01% 181
2025
Q4 		$13K Buy
73
+15
+26% +$2.5K 0.01% 168
2025
Q3 		$9.22K Hold
58
– – ﹤0.01% 171
2025
Q2 		$8.17K Hold
58
– – ﹤0.01% 153
2025
Q1 		$6.77K Hold
58
– – ﹤0.01% 166
2024
Q4 		$7.29K Hold
58
– – ﹤0.01% 159
2024
Q3 		$6.05K Buy
+58
New +$5.84K ﹤0.01% 211

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

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

Carolina Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 58 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Carolina Wealth Advisors first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $13K in Q4 2025. 866 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Carolina Wealth Advisors held 58 shares of Morgan Stanley worth $12.1K as of Q2 2026.
  • Carolina Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up ﹤0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • Carolina Wealth Advisors first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • Carolina Wealth Advisors's Morgan Stanley position peaked at $13K in Q4 2025.
  • 866 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.