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Foster Victor Wealth Advisors’s Morgan Stanley MS Stock Holding History

Foster Victor 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 		$274K Sell
1,204
-274
-19% -$54.3K 0.01% 220
2026
Q1 		$271K Buy
1,478
+248
+20% +$42.9K 0.02% 217
2025
Q4 		$233K Buy
+1,230
New +$205K 0.01% 223

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Foster Victor Wealth Advisors's MS Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Morgan Stanley (MS) stake by 19% in Q2 2026, selling an estimated $54.3K and leaving 1,204 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #220.

Foster Victor Wealth Advisors first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Foster Victor Wealth Advisors held 1,204 shares of Morgan Stanley worth $274K as of Q2 2026.
  • Foster Victor Wealth Advisors sold 274 Morgan Stanley shares in Q2 2026, an estimated $54.3K.
  • Morgan Stanley made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • Foster Victor Wealth Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.