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 Q3	$53.6K	Hold	285	–	–	0.02%	35
2026 Q2	$59.6K	Hold	285	–	–	0.03%	33
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

Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Miller Wealth Advisors's MS Position: Q3 2026 in Review

Miller Wealth Advisors held its Morgan Stanley (MS) position steady in Q3 2026 at 285 shares worth $53.6K. The position accounts for 0.02% of the portfolio, ranked #35.

Miller Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 19 quarters since. The position peaked at $59.6K in Q2 2026. 1,565 funds tracked by Wall St. Rank hold MS as of Q3 2026.

Miller Wealth Advisors held 285 shares of Morgan Stanley worth $53.6K as of Q3 2026.
Miller Wealth Advisors left its Morgan Stanley share count unchanged in Q3 2026.
Morgan Stanley made up 0.02% of Miller Wealth Advisors's portfolio in Q3 2026, its #35 holding.
Miller Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 19 quarters since.
Miller Wealth Advisors's Morgan Stanley position peaked at $59.6K in Q2 2026.
1,565 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Miller Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.