Financial Network Wealth Advisors’s Morgan Stanley MS Stock Holding History

Financial Network 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 Q3	$50K	Sell	266 -69	-21%	-$14.7K	0.05%	280
2026 Q2	$70K	Sell	335 -25	-7%	-$4.95K	0.07%	226
2026 Q1	$59.2K	Sell	360 -25	-6%	-$4.33K	0.06%	244
2025 Q4	$68.3K	Buy	385 +2	+0.5%	+$334	0.07%	224
2025 Q3	$60.9K	Buy	383 +27	+8%	+$3.99K	0.07%	233
2025 Q2	$50.1K	Hold	356	–	–	0.06%	260
2025 Q1	$41.5K	Buy	356 +75	+27%	+$9.7K	0.05%	267
2024 Q4	$35.3K	Sell	281 -264	-48%	-$32.5K	0.07%	223
2024 Q3	$56.8K	Buy	545 +61	+13%	+$6.14K	0.05%	269
2024 Q2	$47K	Buy	+484	New	+$46.1K	0.04%	313

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Financial Network Wealth Advisors's MS Position: Q3 2026 in Review

Financial Network Wealth Advisors reduced its Morgan Stanley (MS) stake by 21% in Q3 2026, selling an estimated $14.7K and leaving 266 shares worth $50K. The position accounts for 0.05% of the portfolio, ranked #280.

Financial Network Wealth Advisors first reported a position in MS in Q2 2024 and has held it in 10 quarters since. The position peaked at $70K in Q2 2026. 1,680 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Financial Network Wealth Advisors held 266 shares of Morgan Stanley worth $50K as of Q3 2026.
Financial Network Wealth Advisors sold 69 Morgan Stanley shares in Q3 2026, an estimated $14.7K.
Morgan Stanley made up 0.05% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #280 holding.
Financial Network Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 10 quarters since.
Financial Network Wealth Advisors's Morgan Stanley position peaked at $70K in Q2 2026.
1,680 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.