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Lineweaver Wealth Advisors’s Morgan Stanley MS Stock Holding History

Lineweaver 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 		$236K Buy
+1,131
New +$224K 0.03% 165
2026
Q1 		– Sell
-1,446
Closed -$257K – 184
2025
Q4 		$257K Buy
+1,446
New +$241K 0.03% 165

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

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

Lineweaver Wealth Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 1,131 shares worth $236K. The stake represents 0.03% of the portfolio and ranks #165 among its holdings. This is a return to the name: Lineweaver Wealth Advisors previously reported a position in MS as recently as Q4 2025.

Lineweaver Wealth Advisors first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $257K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Lineweaver Wealth Advisors held 1,131 shares of Morgan Stanley worth $236K as of Q2 2026.
  • Morgan Stanley was a new Lineweaver Wealth Advisors position in Q2 2026.
  • Morgan Stanley made up 0.03% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #165 holding.
  • Lineweaver Wealth Advisors first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Lineweaver Wealth Advisors's Morgan Stanley position peaked at $257K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.