DWS
MS icon

Discipline Wealth Solutions’s Morgan Stanley MS Stock Holding History

Discipline Wealth Solutions’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 		$392K Hold
1,874
– – 0.03% 142
2026
Q1 		$308K Buy
+1,874
New +$324K 0.03% 148

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

Discipline Wealth Solutions's MS Position: Q2 2026 in Review

Discipline Wealth Solutions held its Morgan Stanley (MS) position steady in Q2 2026 at 1,874 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #142.

Discipline Wealth Solutions first reported a position in MS in Q1 2026 and has held it in 2 quarters since. 949 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Discipline Wealth Solutions held 1,874 shares of Morgan Stanley worth $392K as of Q2 2026.
  • Discipline Wealth Solutions left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #142 holding.
  • Discipline Wealth Solutions first reported a position in Morgan Stanley in Q1 2026 and has held it in 2 quarters since.
  • 949 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.