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EverSource Wealth Advisors’s Morgan Stanley MS Stock Holding History

EverSource 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 		$3.01M Sell
14,380
-8,694
-38% -$1.72M 0.1% 170
2026
Q1 		$3.8M Buy
23,074
+8,234
+55% +$1.43M 0.12% 137
2025
Q4 		$2.63M Sell
14,840
-162
-1% -$27K 0.1% 162
2025
Q3 		$2.38M Sell
15,002
-233
-2% -$34.4K 0.09% 156
2025
Q2 		$2.15M Buy
15,235
+518
+4% +$63.6K 0.1% 154
2025
Q1 		$1.72M Buy
14,717
+1,557
+12% +$201K 0.09% 171
2024
Q4 		$1.65M Buy
13,160
+1,265
+11% +$156K 0.09% 169
2024
Q3 		$1.24M Buy
11,895
+108
+0.9% +$10.9K 0.08% 190
2024
Q2 		$1.22M Buy
11,787
+115
+1% +$10.9K 0.08% 191
2024
Q1 		$1.06M Buy
11,672
+134
+1% +$11.8K 0.08% 179
2023
Q4 		$1.08M Buy
11,538
+558
+5% +$44.6K 0.1% 157
2023
Q3 		$897K Sell
10,980
-385
-3% -$33.4K 0.1% 164
2023
Q2 		$971K Sell
11,365
-434
-4% -$37.1K 0.11% 157
2023
Q1 		$1.04M Buy
11,799
+764
+7% +$71.3K 0.13% 135
2022
Q4 		$938K Sell
11,035
-5,163
-32% -$440K 0.14% 123
2022
Q3 		$1.28M Buy
16,198
+12,589
+349% +$1.06M 0.29% 67
2022
Q2 		$275K Sell
3,609
-82
-2% -$6.72K 0.07% 219
2022
Q1 		$322K Sell
3,691
-15
-0.4% -$1.45K 0.08% 202
2021
Q4 		$363K Buy
+3,706
New +$369K 0.1% 155

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its Morgan Stanley (MS) stake by 38% in Q2 2026, selling an estimated $1.72M and leaving 14,380 shares worth $3.01M. The position accounts for 0.1% of the portfolio, ranked #170.

EverSource Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.8M in Q1 2026. 2,721 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • EverSource Wealth Advisors held 14,380 shares of Morgan Stanley worth $3.01M as of Q2 2026.
  • EverSource Wealth Advisors sold 8,694 Morgan Stanley shares in Q2 2026, an estimated $1.72M.
  • Morgan Stanley made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #170 holding.
  • EverSource Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Morgan Stanley position peaked at $3.8M in Q1 2026.
  • 2,721 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.