Drive Wealth Management’s Morgan Stanley MS Stock Holding History

Drive 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	$380K	Buy	1,817 +359	+25%	+$71.1K	0.07%	248
2026 Q1	$240K	Buy	1,458 +118	+9%	+$20.4K	0.05%	302
2025 Q4	$238K	Buy	+1,340	New	+$224K	0.05%	319
2022 Q3	–	Sell	-3,760	Closed	-$286K	–	178
2022 Q2	$286K	Sell	3,760 -668	-15%	-$54.7K	0.26%	112
2022 Q1	$387K	Buy	4,428 +702	+19%	+$67.7K	0.33%	85
2021 Q4	$366K	Buy	+3,726	New	+$371K	0.32%	85

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Drive Wealth Management increased its Morgan Stanley (MS) stake by 25% in Q2 2026, buying an estimated $71.1K and bringing the position to 1,817 shares worth $380K. The position accounts for 0.07% of the portfolio, ranked #248.

Drive Wealth Management first reported a position in MS in Q4 2021 and has held it in 6 quarters since. The position peaked at $387K in Q1 2022. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Drive Wealth Management held 1,817 shares of Morgan Stanley worth $380K as of Q2 2026.
Drive Wealth Management bought 359 Morgan Stanley shares in Q2 2026, an estimated $71.1K.
Morgan Stanley made up 0.07% of Drive Wealth Management's portfolio in Q2 2026, its #248 holding.
Drive Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 6 quarters since.
Drive Wealth Management's Morgan Stanley position peaked at $387K in Q1 2022.
935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.