IWA
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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
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

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

IVC Wealth Advisors's MS Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Morgan Stanley (MS) stake by 4.5% in Q2 2026, selling an estimated $30.7K and leaving 3,315 shares worth $693K. The position accounts for 0.27% of the portfolio, ranked #69.

IVC Wealth Advisors first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 529 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • IVC Wealth Advisors held 3,315 shares of Morgan Stanley worth $693K as of Q2 2026.
  • IVC Wealth Advisors sold 155 Morgan Stanley shares in Q2 2026, an estimated $30.7K.
  • Morgan Stanley made up 0.27% of IVC Wealth Advisors's portfolio in Q2 2026, its #69 holding.
  • IVC Wealth Advisors first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • 529 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.