IVC Wealth Advisors
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IVC Wealth Advisors’s Morgan Stanley MS Stock Holding History

IVC 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
Q3 		$627K Buy
3,332
+17
+0.5% +$3.61K 0.25% 71
2026
Q2 		$693K Sell
3,315
-155
-4% -$30.7K 0.27% 69
2026
Q1 		$571K Sell
3,470
-42
-1% -$7.27K 0.25% 79
2025
Q4 		$623K Buy
3,512
+944
+37% +$157K 0.27% 73
2025
Q3 		$408K Buy
2,568
+6
+0.2% +$886 0.18% 104
2025
Q2 		$361K Buy
2,562
+27
+1% +$3.32K 0.18% 106
2025
Q1 		$296K Hold
2,535
– – 0.16% 125
2024
Q4 		$319K Buy
2,535
+16
+0.6% +$1.97K 0.18% 110
2024
Q3 		$263K Buy
2,519
+38
+2% +$3.83K 0.14% 130
2024
Q2 		$241K Buy
2,481
+95
+4% +$9.04K 0.13% 144
2024
Q1 		$225K Buy
2,386
+14
+0.6% +$1.23K 0.13% 149
2023
Q4 		$221K Buy
+2,372
New +$190K 0.14% 143
2023
Q3 		– Sell
-2,457
Closed -$210K – 159
2023
Q2 		$210K Sell
2,457
-92
-4% -$7.87K 0.13% 141
2023
Q1 		$224K Buy
2,549
+113
+5% +$10.5K 0.16% 127
2022
Q4 		$207K Buy
+2,436
New +$208K 0.15% 144

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IVC Wealth Advisors's MS Position: Q3 2026 in Review

IVC Wealth Advisors increased its Morgan Stanley (MS) stake by 0.51% in Q3 2026, buying an estimated $3.61K and bringing the position to 3,332 shares worth $627K. The position accounts for 0.25% of the portfolio, ranked #71.

IVC Wealth Advisors first reported a position in MS in Q4 2022 and has held it in 15 quarters since. The position peaked at $693K in Q2 2026. 774 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • IVC Wealth Advisors held 3,332 shares of Morgan Stanley worth $627K as of Q3 2026.
  • IVC Wealth Advisors bought 17 Morgan Stanley shares in Q3 2026, an estimated $3.61K.
  • Morgan Stanley made up 0.25% of IVC Wealth Advisors's portfolio in Q3 2026, its #71 holding.
  • IVC Wealth Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 15 quarters since.
  • IVC Wealth Advisors's Morgan Stanley position peaked at $693K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.