PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Morgan Stanley MS Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$173K	Sell	825 -131	-14%	-$25.9K	0.05%	187
2026 Q1	$158K	Sell	956 -58	-6%	-$10K	0.05%	183
2025 Q4	$180K	Buy	1,014 +1	+0.1%	+$167	0.05%	178
2025 Q3	$161K	Sell	1,013 -65	-6%	-$9.6K	0.05%	161
2025 Q2	$152K	Buy	1,078 +161	+18%	+$19.8K	0.05%	160
2025 Q1	$107K	Buy	917 +145	+19%	+$18.7K	0.04%	198
2024 Q4	$97.1K	Buy	772 +97	+14%	+$11.9K	0.04%	189
2024 Q3	$70.4K	Buy	+675	New	+$68K	0.04%	187
2023 Q1	–	Sell	-75	Closed	-$6.38K	–	335
2022 Q4	$6.38K	Buy	+75	New	+$6.39K	0.01%	221

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MS Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Morgan Stanley (MS) stake by 14% in Q2 2026, selling an estimated $25.9K and leaving 825 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #187.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MS in Q4 2022 and has held it in 9 quarters since. The position peaked at $180K in Q4 2025. 1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 825 shares of Morgan Stanley worth $173K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 131 Morgan Stanley shares in Q2 2026, an estimated $25.9K.
Morgan Stanley made up 0.05% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #187 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Morgan Stanley in Q4 2022 and has held it in 9 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Morgan Stanley position peaked at $180K in Q4 2025.
1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.