IBEX 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 | $7.26M | Buy |
34,746
+26,801
| +337% | +$5.31M | 0.57% | 61 |
|
|
2026
Q1 | $1.31M | Sell |
7,945
-26,820
| -77% | -$4.64M | 0.12% | 96 |
|
|
2025
Q4 | $6.17M | Buy |
34,765
+1,859
| +6% | +$310K | 0.6% | 63 |
|
|
2025
Q3 | $5.23M | Buy |
32,906
+23,625
| +255% | +$3.49M | 0.5% | 63 |
|
|
2025
Q2 | $1.31M | Buy |
+9,281
| New | +$1.14M | 0.14% | 93 |
|
|
2025
Q1 | – | Sell |
-3,999
| Closed | -$503K | – | 178 |
|
|
2024
Q4 | $503K | Buy |
+3,999
| New | +$493K | 0.06% | 148 |
|
|
2024
Q3 | – | Sell |
-1,702
| Closed | -$165K | – | 199 |
|
|
2024
Q2 | $165K | Sell |
1,702
-5,005
| -75% | -$476K | 0.03% | 136 |
|
|
2024
Q1 | $570K | Buy |
+6,707
| New | +$591K | 0.15% | 82 |
|
|
2023
Q1 | – | Sell |
-6,707
| Closed | -$570K | – | 134 |
|
|
2022
Q4 | $570K | Buy |
+6,707
| New | +$572K | 0.13% | 117 |
|
|
2022
Q2 | – | Sell |
-5,112
| Closed | -$447K | – | 173 |
|
|
2022
Q1 | $447K | Sell |
5,112
-23,588
| -82% | -$2.28M | 0.09% | 121 |
|
|
2021
Q4 | $2.82M | Buy |
28,700
+1,390
| +5% | +$138K | 0.5% | 76 |
|
|
2021
Q3 | $2.66M | Buy |
27,310
+1,049
| +4% | +$104K | 0.51% | 77 |
|
|
2021
Q2 | $2.41M | Buy |
26,261
+1,263
| +5% | +$108K | 0.48% | 78 |
|
|
2021
Q1 | $1.94M | Sell |
24,998
-4,365
| -15% | -$335K | 0.48% | 79 |
|
|
2020
Q4 | $2.01M | Buy |
29,363
+3,731
| +15% | +$214K | 0.53% | 72 |
|
|
2020
Q3 | $1.24M | Buy |
25,632
+2,002
| +8% | +$101K | 0.36% | 80 |
|
|
2020
Q2 | $1.14M | Buy |
+23,630
| New | +$992K | 0.37% | 81 |
|
|
2018
Q4 | – | Sell |
-75,323
| Closed | -$3.51M | – | 92 |
|
|
2018
Q3 | $3.51M | Sell |
75,323
-17,536
| -19% | -$856K | 1.26% | 32 |
|
|
2018
Q2 | $4.89M | Hold |
92,859
| – | – | 1.96% | 12 |
|
|
2018
Q1 | $4.89M | Buy |
92,859
+4,892
| +6% | +$271K | 1.99% | 12 |
|
|
2017
Q4 | $4.65M | Sell |
87,967
-848
| -1% | -$42.9K | 2.06% | 16 |
|
|
2017
Q3 | $4.39M | Buy |
88,815
+88
| +0.1% | +$4.08K | 1.63% | 15 |
|
|
2017
Q2 | $4.08M | Buy |
88,727
+7,987
| +10% | +$344K | 1.61% | 15 |
|
|
2017
Q1 | $3.37M | Buy |
80,740
+5,598
| +7% | +$248K | 2.08% | 15 |
|
|
2016
Q4 | $3.2M | Buy |
+75,142
| New | +$2.84M | 1.53% | 17 |
|
Other funds holding MS
IBEX Wealth Advisors's MS Position: Q2 2026 in Review
IBEX Wealth Advisors increased its Morgan Stanley (MS) stake by 337% in Q2 2026, buying an estimated $5.31M and bringing the position to 34,746 shares worth $7.26M. The position accounts for 0.57% of the portfolio, ranked #61.
IBEX Wealth Advisors first reported a position in MS in Q4 2016 and has held it in 25 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- IBEX Wealth Advisors held 34,746 shares of Morgan Stanley worth $7.26M as of Q2 2026.
- IBEX Wealth Advisors bought 26,801 Morgan Stanley shares in Q2 2026, an estimated $5.31M.
- Morgan Stanley made up 0.57% of IBEX Wealth Advisors's portfolio in Q2 2026, its #61 holding.
- IBEX Wealth Advisors first reported a position in Morgan Stanley in Q4 2016 and has held it in 25 quarters since.
- 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.