Evolution Wealth Advisors’s Morgan Stanley MS Stock Holding History

Evolution 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	$244K	Buy	+1,166	New	+$231K	0.03%	158
2026 Q1	–	Sell	-1,179	Closed	-$209K	–	182
2025 Q4	$209K	Sell	1,179 -258	-18%	-$43K	0.02%	159
2025 Q3	$228K	Hold	1,437	–	–	0.03%	154
2025 Q2	$202K	Buy	+1,437	New	+$176K	0.03%	162
2021 Q4	–	Sell	-1,215	Closed	-$118K	–	449
2021 Q3	$118K	Hold	1,215	–	–	0.03%	142
2021 Q2	$111K	Hold	1,215	–	–	0.02%	157
2021 Q1	$94K	Hold	1,215	–	–	0.02%	153
2020 Q4	$83K	Buy	1,215 +105	+9%	+$6.03K	0.02%	142
2020 Q3	$54K	Buy	1,110 +1,000	+909%	+$50.4K	0.01%	176
2020 Q2	$5K	Sell	110 -63,552	-100%	-$2.67M	﹤0.01%	371
2020 Q1	$2.17M	Buy	63,662 +63,416	+25,779%	+$2.99M	0.87%	28
2019 Q4	$13K	Sell	246 -487	-66%	-$23.1K	﹤0.01%	262
2019 Q3	$31K	Buy	733 +538	+276%	+$23K	0.01%	66
2019 Q2	$9K	Buy	+195	New	+$8.7K	﹤0.01%	187

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

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

Evolution Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,166 shares worth $244K. The stake represents 0.03% of the portfolio and ranks #158 among its holdings. This is a return to the name: Evolution Wealth Advisors previously reported a position in MS as recently as Q4 2025.

Evolution Wealth Advisors first reported a position in MS in Q2 2019 and has held it in 14 quarters since. The position peaked at $2.17M in Q1 2020. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Evolution Wealth Advisors held 1,166 shares of Morgan Stanley worth $244K as of Q2 2026.
Morgan Stanley was a new Evolution Wealth Advisors position in Q2 2026.
Morgan Stanley made up 0.03% of Evolution Wealth Advisors's portfolio in Q2 2026, its #158 holding.
Evolution Wealth Advisors first reported a position in Morgan Stanley in Q2 2019 and has held it in 14 quarters since.
Evolution Wealth Advisors's Morgan Stanley position peaked at $2.17M in Q1 2020.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.