Delos Wealth Advisors’s Morgan Stanley MS Stock Holding History

Delos 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	$108K	Hold	517	–	–	0.06%	103
2026 Q1	$85.1K	Sell	517 -14	-3%	-$2.42K	0.05%	109
2025 Q4	$94.3K	Hold	531	–	–	0.06%	72
2025 Q3	$84.4K	Hold	531	–	–	0.06%	82
2025 Q2	$74.8K	Buy	+531	New	+$65.2K	0.06%	78
2025 Q1	–	Sell	-200	Closed	-$25.1K	–	138
2024 Q4	$25.1K	Hold	200	–	–	0.02%	91
2024 Q3	$20.8K	Sell	200 -5	-2%	-$504	0.02%	97
2024 Q2	$19.9K	Hold	205	–	–	0.02%	98
2024 Q1	$19.3K	Sell	205 -198	-49%	-$17.4K	0.02%	94
2023 Q4	$37.6K	Buy	403 +400	+13,333%	+$32K	0.05%	69
2023 Q3	$256	Hold	3	–	–	﹤0.01%	344
2023 Q2	$257	Hold	3	–	–	﹤0.01%	342
2023 Q1	$264	Hold	3	–	–	﹤0.01%	351
2022 Q4	$255	Hold	3	–	–	﹤0.01%	356
2022 Q3	$0	Buy	+3	New	+$253	﹤0.01%	338

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Delos Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 517 shares worth $108K. The position accounts for 0.06% of the portfolio, ranked #103.

Delos Wealth Advisors first reported a position in MS in Q3 2022 and has held it in 15 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Delos Wealth Advisors held 517 shares of Morgan Stanley worth $108K as of Q2 2026.
Delos Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.06% of Delos Wealth Advisors's portfolio in Q2 2026, its #103 holding.
Delos Wealth Advisors first reported a position in Morgan Stanley in Q3 2022 and has held it in 15 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.