Marshall & Sterling Wealth Advisors’s Morgan Stanley MS Stock Holding History

Marshall & Sterling 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	$91.9K	Hold	440	–	–	0.05%	121
2026 Q1	$72.4K	Sell	440 -50	-10%	-$8.66K	0.05%	127
2025 Q4	$87K	Sell	490 -367	-43%	-$61.2K	0.06%	112
2025 Q3	$136K	Sell	857 -87	-9%	-$12.8K	0.09%	104
2025 Q2	$133K	Hold	944	–	–	0.09%	101
2025 Q1	$110K	Buy	944 +396	+72%	+$51K	0.07%	105
2024 Q4	$68.9K	Buy	+548	New	+$67.5K	0.05%	110

Other funds holding MS

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Marshall & Sterling Wealth Advisors's MS Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 440 shares worth $91.9K. The position accounts for 0.05% of the portfolio, ranked #121.

Marshall & Sterling Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $136K in Q3 2025. 660 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Marshall & Sterling Wealth Advisors held 440 shares of Morgan Stanley worth $91.9K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.05% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #121 holding.
Marshall & Sterling Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Morgan Stanley position peaked at $136K in Q3 2025.
660 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.