Heritage Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.15M | Buy |
5,484
+3
| +0.1% | +$594 | 0.04% | 86 |
|
|
2026
Q1 | $902K | Buy |
5,481
+41
| +0.8% | +$7.1K | 0.04% | 90 |
|
|
2025
Q4 | $966K | Buy |
5,440
+4
| +0.1% | +$667 | 0.04% | 109 |
|
|
2025
Q3 | $864K | Buy |
5,436
+5
| +0.1% | +$738 | 0.04% | 93 |
|
|
2025
Q2 | $765K | Buy |
5,431
+5
| +0.1% | +$614 | 0.04% | 101 |
|
|
2025
Q1 | $633K | Sell |
5,426
-6
| -0.1% | -$773 | 0.03% | 108 |
|
|
2024
Q4 | $683K | Buy |
5,432
+15
| +0.3% | +$1.85K | 0.03% | 111 |
|
|
2024
Q3 | $565K | Sell |
5,417
-362
| -6% | -$36.5K | 0.03% | 131 |
|
|
2024
Q2 | $562K | Buy |
5,779
+6
| +0.1% | +$571 | 0.03% | 130 |
|
|
2024
Q1 | $544K | Buy |
5,773
+7
| +0.1% | +$616 | 0.02% | 138 |
|
|
2023
Q4 | $538K | Buy |
5,766
+7
| +0.1% | +$560 | 0.03% | 140 |
|
|
2023
Q3 | $470K | Buy |
5,759
+7
| +0.1% | +$608 | 0.03% | 136 |
|
|
2023
Q2 | $491K | Buy |
5,752
+6
| +0.1% | +$513 | 0.03% | 135 |
|
|
2023
Q1 | $505K | Sell |
5,746
-195
| -3% | -$18.2K | 0.03% | 129 |
|
|
2022
Q4 | $505K | Sell |
5,941
-342
| -5% | -$29.1K | 0.03% | 128 |
|
|
2022
Q3 | $496K | Sell |
6,283
-1,806
| -22% | -$152K | 0.04% | 121 |
|
|
2022
Q2 | $615K | Buy |
8,089
+4,476
| +124% | +$367K | 0.04% | 109 |
|
|
2022
Q1 | $316K | Buy |
3,613
+104
| +3% | +$10K | 0.02% | 154 |
|
|
2021
Q4 | $344K | Buy |
3,509
+5
| +0.1% | +$498 | 0.02% | 155 |
|
|
2021
Q3 | $341K | Buy |
3,504
+4
| +0.1% | +$396 | 0.02% | 156 |
|
|
2021
Q2 | $321K | Sell |
3,500
-497
| -12% | -$42.6K | 0.02% | 166 |
|
|
2021
Q1 | $310K | Buy |
3,997
+416
| +12% | +$31.9K | 0.02% | 172 |
|
|
2020
Q4 | $245K | Buy |
3,581
+45
| +1% | +$2.58K | 0.02% | 182 |
|
|
2020
Q3 | $171K | Buy |
3,536
+54
| +2% | +$2.72K | 0.02% | 159 |
|
|
2020
Q2 | $168K | Buy |
3,482
+206
| +6% | +$8.65K | 0.02% | 154 |
|
|
2020
Q1 | $111K | Sell |
3,276
-877
| -21% | -$41.3K | 0.02% | 182 |
|
|
2019
Q4 | $212K | Buy |
4,153
+35
| +0.8% | +$1.66K | 0.03% | 162 |
|
|
2019
Q3 | $175K | Sell |
4,118
-10
| -0.2% | -$427 | 0.03% | 167 |
|
|
2019
Q2 | $181K | Buy |
4,128
+4
| +0.1% | +$178 | 0.03% | 149 |
|
|
2019
Q1 | $174K | Buy |
4,124
+1,104
| +37% | +$46.5K | 0.03% | 138 |
|
|
2018
Q4 | $119K | Buy |
3,020
+4
| +0.1% | +$175 | 0.02% | 151 |
|
|
2018
Q3 | $140K | Buy |
+3,016
| New | +$147K | 0.03% | 139 |
|
Other funds holding MS
Heritage Wealth Advisors's MS Position: Q2 2026 in Review
Heritage Wealth Advisors increased its Morgan Stanley (MS) stake by 0.05% in Q2 2026, buying an estimated $594 and bringing the position to 5,484 shares worth $1.15M. The position accounts for 0.04% of the portfolio, ranked #86.
Heritage Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 32 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Heritage Wealth Advisors held 5,484 shares of Morgan Stanley worth $1.15M as of Q2 2026.
- Heritage Wealth Advisors bought 3 Morgan Stanley shares in Q2 2026, an estimated $594.
- Morgan Stanley made up 0.04% of Heritage Wealth Advisors's portfolio in Q2 2026, its #86 holding.
- Heritage Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 32 quarters since.
- 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.