Fifth Third Wealth Advisors’s Morgan Stanley MS Stock Holding History

Fifth Third 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	$7.93M	Buy	37,957 +2,685	+8%	+$532K	0.22%	78
2026 Q1	$5.8M	Sell	35,272 -1,277	-3%	-$221K	0.2%	95
2025 Q4	$6.49M	Buy	36,549 +802	+2%	+$134K	0.23%	76
2025 Q3	$5.68M	Buy	35,747 +1,541	+5%	+$228K	0.21%	77
2025 Q2	$4.82M	Buy	34,206 +4,102	+14%	+$504K	0.2%	90
2025 Q1	$3.51M	Buy	30,104 +7,373	+32%	+$950K	0.18%	94
2024 Q4	$2.86M	Buy	22,731 +545	+2%	+$67.1K	0.16%	94
2024 Q3	$2.31M	Buy	22,186 +1,218	+6%	+$123K	0.14%	105
2024 Q2	$2.04M	Buy	20,968 +6,080	+41%	+$579K	0.15%	89
2024 Q1	$1.4M	Sell	14,888 -1,514	-9%	-$133K	0.22%	75
2023 Q4	$1.53M	Buy	16,402 +178	+1%	+$14.2K	0.5%	52
2023 Q3	$1.33M	Buy	16,224 +5,245	+48%	+$455K	0.54%	45
2023 Q2	$938K	Buy	10,979 +6,267	+133%	+$536K	0.6%	45
2023 Q1	$414K	Buy	+4,712	New	+$440K	0.77%	45

Other funds holding MS

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Fifth Third Wealth Advisors's MS Position: Q2 2026 in Review

Fifth Third Wealth Advisors increased its Morgan Stanley (MS) stake by 7.6% in Q2 2026, buying an estimated $532K and bringing the position to 37,957 shares worth $7.93M. The position accounts for 0.22% of the portfolio, ranked #78.

Fifth Third Wealth Advisors first reported a position in MS in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Fifth Third Wealth Advisors held 37,957 shares of Morgan Stanley worth $7.93M as of Q2 2026.
Fifth Third Wealth Advisors bought 2,685 Morgan Stanley shares in Q2 2026, an estimated $532K.
Morgan Stanley made up 0.22% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Fifth Third Wealth Advisors first reported a position in Morgan Stanley in Q1 2023 and has held it in 14 quarters since.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.