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Centurion Wealth Management’s Morgan Stanley MS Stock Holding History

Centurion Wealth Management’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 		$236K Sell
1,128
-517
-31% -$102K 0.06% 258
2026
Q1 		$271K Sell
1,645
-41
-2% -$7.1K 0.06% 254
2025
Q4 		$299K Buy
1,686
+17
+1% +$2.84K 0.07% 236
2025
Q3 		$265K Sell
1,669
-21
-1% -$3.1K 0.06% 245
2025
Q2 		$238K Buy
1,690
+37
+2% +$4.54K 0.07% 204
2025
Q1 		$208K Hold
1,653
– – 0.07% 204
2024
Q4 		$208K Buy
+1,653
New +$204K 0.07% 204
2024
Q1 		$207K Buy
+2,194
New +$193K 0.08% 179

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

Centurion Wealth Management's MS Position: Q2 2026 in Review

Centurion Wealth Management reduced its Morgan Stanley (MS) stake by 31% in Q2 2026, selling an estimated $102K and leaving 1,128 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #258.

Centurion Wealth Management first reported a position in MS in Q1 2024 and has held it in 8 quarters since. The position peaked at $299K in Q4 2025. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Centurion Wealth Management held 1,128 shares of Morgan Stanley worth $236K as of Q2 2026.
  • Centurion Wealth Management sold 517 Morgan Stanley shares in Q2 2026, an estimated $102K.
  • Morgan Stanley made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #258 holding.
  • Centurion Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 8 quarters since.
  • Centurion Wealth Management's Morgan Stanley position peaked at $299K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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