CWA
MS icon

Centennial Wealth Advisory’s Morgan Stanley MS Stock Holding History

Centennial Wealth Advisory’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 		$208K Buy
+995
New +$197K 0.04% 178

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

Centennial Wealth Advisory's MS Position: Q2 2026 in Review

Centennial Wealth Advisory opened a new position in Morgan Stanley (MS) in Q2 2026: 995 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #178 among its holdings.

458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Centennial Wealth Advisory held 995 shares of Morgan Stanley worth $208K as of Q2 2026.
  • Morgan Stanley was a new Centennial Wealth Advisory position in Q2 2026.
  • Morgan Stanley made up 0.04% of Centennial Wealth Advisory's portfolio in Q2 2026, its #178 holding.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.