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	$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 $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Miller Wealth Advisors held its Morgan Stanley (MS) position steady in Q2 2026 at 285 shares worth $59.6K. The position accounts for 0.03% of the portfolio, ranked #33.

Miller Wealth Advisors first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Miller Wealth Advisors held 285 shares of Morgan Stanley worth $59.6K as of Q2 2026.
Miller Wealth Advisors left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.03% of Miller Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Miller Wealth Advisors first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
2,737 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.