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Independent Wealth Network’s Morgan Stanley MS Stock Holding History

Independent Wealth Network’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 		$208K Buy
+994
New +$197K 0.05% 315
2021
Q4 		– Sell
-2,074
Closed -$213K – 226
2021
Q3 		$213K Buy
+2,074
New +$205K 0.14% 182

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

Independent Wealth Network's MS Position: Q2 2026 in Review

Independent Wealth Network opened a new position in Morgan Stanley (MS) in Q2 2026: 994 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #315 among its holdings. This is a return to the name: Independent Wealth Network previously reported a position in MS as recently as Q3 2021.

Independent Wealth Network first reported a position in MS in Q3 2021 and has held it in 2 quarters since. The position peaked at $213K in Q3 2021. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Independent Wealth Network held 994 shares of Morgan Stanley worth $208K as of Q2 2026.
  • Morgan Stanley was a new Independent Wealth Network position in Q2 2026.
  • Morgan Stanley made up 0.05% of Independent Wealth Network's portfolio in Q2 2026, its #315 holding.
  • Independent Wealth Network first reported a position in Morgan Stanley in Q3 2021 and has held it in 2 quarters since.
  • Independent Wealth Network's Morgan Stanley position peaked at $213K in Q3 2021.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.