Kingsview Wealth Management’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 | $1.97M | Buy |
9,400
+943
| +11% | +$187K | 0.02% | 567 |
|
|
2026
Q1 | $1.39M | Buy |
8,457
+798
| +10% | +$138K | 0.02% | 587 |
|
|
2025
Q4 | $1.36M | Sell |
7,659
-480
| -6% | -$80.1K | 0.02% | 556 |
|
|
2025
Q3 | $1.29M | Buy |
8,139
+75
| +0.9% | +$11.1K | 0.02% | 546 |
|
|
2025
Q2 | $1.14M | Buy |
8,064
+260
| +3% | +$31.9K | 0.02% | 550 |
|
|
2025
Q1 | $910K | Buy |
7,804
+1,565
| +25% | +$202K | 0.02% | 567 |
|
|
2024
Q4 | $784K | Sell |
6,239
-377
| -6% | -$46.4K | 0.02% | 614 |
|
|
2024
Q3 | $690K | Buy |
6,616
+1,025
| +18% | +$103K | 0.01% | 623 |
|
|
2024
Q2 | $543K | Buy |
5,591
+17
| +0.3% | +$1.62K | 0.01% | 661 |
|
|
2024
Q1 | $525K | Sell |
5,574
-688
| -11% | -$60.6K | 0.01% | 653 |
|
|
2023
Q4 | $584K | Sell |
6,262
-523
| -8% | -$41.8K | 0.02% | 602 |
|
|
2023
Q3 | $554K | Buy |
6,785
+1,070
| +19% | +$92.9K | 0.02% | 592 |
|
|
2023
Q2 | $488K | Sell |
5,715
-170
| -3% | -$14.5K | 0.02% | 599 |
|
|
2023
Q1 | $517K | Buy |
5,885
+633
| +12% | +$59.1K | 0.02% | 566 |
|
|
2022
Q4 | $447K | Sell |
5,252
-117
| -2% | -$9.97K | 0.02% | 546 |
|
|
2022
Q3 | $424K | Sell |
5,369
-1,003
| -16% | -$84.5K | 0.02% | 541 |
|
|
2022
Q2 | $485K | Sell |
6,372
-2,293
| -26% | -$188K | 0.02% | 543 |
|
|
2022
Q1 | $757K | Sell |
8,665
-154
| -2% | -$14.9K | 0.03% | 474 |
|
|
2021
Q4 | $866K | Buy |
8,819
+2,046
| +30% | +$204K | 0.04% | 445 |
|
|
2021
Q3 | $659K | Buy |
6,773
+1,297
| +24% | +$129K | 0.03% | 484 |
|
|
2021
Q2 | $504K | Buy |
5,476
+552
| +11% | +$47.3K | 0.02% | 556 |
|
|
2021
Q1 | $385K | Buy |
4,924
+1,973
| +67% | +$151K | 0.02% | 576 |
|
|
2020
Q4 | $202K | Buy |
+2,951
| New | +$169K | 0.01% | 660 |
|
|
2018
Q4 | – | Sell |
-5,664
| Closed | -$264K | – | 422 |
|
|
2018
Q3 | $264K | Buy |
5,664
+1,283
| +29% | +$62.7K | 0.05% | 305 |
|
|
2018
Q2 | $208K | Buy |
4,381
+85
| +2% | +$4.44K | 0.05% | 300 |
|
|
2018
Q1 | $232K | Sell |
4,296
-235
| -5% | -$13K | 0.06% | 286 |
|
|
2017
Q4 | $238K | Hold |
4,531
| – | – | 0.08% | 275 |
|
|
2017
Q3 | $218K | Sell |
4,531
-870
| -16% | -$40.4K | 0.1% | 251 |
|
|
2017
Q2 | $241K | Buy |
5,401
+650
| +14% | +$28K | 0.12% | 213 |
|
|
2017
Q1 | $204K | Buy |
+4,751
| New | +$211K | 0.12% | 221 |
|
Other funds holding MS
Kingsview Wealth Management's MS Position: Q2 2026 in Review
Kingsview Wealth Management increased its Morgan Stanley (MS) stake by 11% in Q2 2026, buying an estimated $187K and bringing the position to 9,400 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #567.
Kingsview Wealth Management first reported a position in MS in Q1 2017 and has held it in 30 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Kingsview Wealth Management held 9,400 shares of Morgan Stanley worth $1.97M as of Q2 2026.
- Kingsview Wealth Management bought 943 Morgan Stanley shares in Q2 2026, an estimated $187K.
- Morgan Stanley made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #567 holding.
- Kingsview Wealth Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 30 quarters since.
- 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.