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Kingswood Wealth Advisors’s Morgan Stanley MS Stock Holding History

Kingswood 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 		$2.18M Sell
10,405
-2,143
-17% -$424K 0.09% 242
2026
Q1 		$2.07M Buy
12,548
+1,128
+10% +$195K 0.1% 233
2025
Q4 		$2.03M Buy
11,420
+4,398
+63% +$734K 0.1% 210
2025
Q3 		$1.12M Buy
7,022
+209
+3% +$30.9K 0.07% 299
2025
Q2 		$960K Sell
6,813
-128
-2% -$15.7K 0.08% 270
2025
Q1 		$809K Sell
6,941
-1,809
-21% -$233K 0.07% 292
2024
Q4 		$1.1M Sell
8,750
-5,508
-39% -$678K 0.08% 250
2024
Q3 		$1.49M Buy
14,258
+3,743
+36% +$377K 0.11% 221
2024
Q2 		$1.02M Buy
10,515
+52
+0.5% +$4.95K 0.09% 229
2024
Q1 		$985K Sell
10,463
-727
-6% -$64K 0.11% 206
2023
Q4 		$1.04M Sell
11,190
-1,091
-9% -$87.3K 0.12% 188
2023
Q3 		$1M Buy
+12,281
New +$1.07M 0.17% 141

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

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

Kingswood Wealth Advisors reduced its Morgan Stanley (MS) stake by 17% in Q2 2026, selling an estimated $424K and leaving 10,405 shares worth $2.18M. The position accounts for 0.09% of the portfolio, ranked #242.

Kingswood Wealth Advisors first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Kingswood Wealth Advisors held 10,405 shares of Morgan Stanley worth $2.18M as of Q2 2026.
  • Kingswood Wealth Advisors sold 2,143 Morgan Stanley shares in Q2 2026, an estimated $424K.
  • Morgan Stanley made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #242 holding.
  • Kingswood Wealth Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.