Miller Wealth Advisors’s Morgan Stanley MS Stock Holding History

Miller 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	$18.4M	Buy	49,298 +49,013	+17,198%	+$9.71M	6.59%	6
2026 Q1	$46.9K	Hold	285	–	–	0.02%	37
2025 Q4	$50.6K	Hold	285	–	–	0.02%	37
2025 Q3	$45.3K	Hold	285	–	–	0.02%	35
2025 Q2	$40.1K	Hold	285	–	–	0.02%	33
2025 Q1	$33.3K	Hold	285	–	–	0.02%	35
2024 Q4	$35.8K	Hold	285	–	–	0.02%	31
2024 Q3	$34K	Hold	285	–	–	0.02%	32
2024 Q2	$27.7K	Hold	285	–	–	0.02%	39
2024 Q1	$26.8K	Hold	285	–	–	0.02%	42
2023 Q4	$26.6K	Hold	285	–	–	0.02%	39
2023 Q3	$23.3K	Hold	285	–	–	0.02%	37
2023 Q2	$24.3K	Buy	285 +73	+34%	+$6.24K	0.02%	36
2023 Q1	$10K	Sell	212 -238	-53%	-$22.2K	0.05%	41
2022 Q4	$37K	Buy	+450	New	+$38.4K	0.03%	32
2022 Q3	–	Sell	-455	Closed	-$35K	–	99
2022 Q2	$35K	Sell	455 -55	-11%	-$4.5K	0.03%	31
2022 Q1	$45K	Buy	510 +285	+127%	+$27.5K	0.03%	30
2021 Q4	$22K	Buy	+225	New	+$22.4K	0.01%	46

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

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) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Miller Wealth Advisors increased its Morgan Stanley (MS) stake by 17,198% in Q2 2026, buying an estimated $9.71M and bringing the position to 49,298 shares worth $18.4M. The position accounts for 6.59% of the portfolio, ranked #6.

Miller Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 898 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Miller Wealth Advisors held 49,298 shares of Morgan Stanley worth $18.4M as of Q2 2026.
Miller Wealth Advisors bought 49,013 Morgan Stanley shares in Q2 2026, an estimated $9.71M.
Morgan Stanley made up 6.59% of Miller Wealth Advisors's portfolio in Q2 2026, its #6 holding.
Miller Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
898 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Miller Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.