Focus Partners Wealth
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Focus Partners Wealth’s Morgan Stanley MS Stock Holding History

Focus Partners Wealth’s Portfolio MS Stock Details MS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$37.6M Buy
2025
Q2 		$32.8M Buy
2025
Q1 		$19.9M Sell
2024
Q4 		$22.3M Buy
2024
Q3 		$7.79M Sell
2024
Q2 		$31.3M Buy
2024
Q1 		$12.8M Buy
2023
Q4 		$608K Buy