MWM
MS icon

Mission Wealth Management’s Morgan Stanley MS Stock Holding History

Mission Wealth Management’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 		$3.61M Buy
17,293
+9,172
+113% +$1.82M 0.04% 222
2026
Q1 		$1.34M Buy
8,121
+130
+2% +$22.5K 0.03% 275
2025
Q4 		$1.42M Buy
7,991
+115
+1% +$19.2K 0.03% 271
2025
Q3 		$1.25M Sell
7,876
-581
-7% -$85.8K 0.02% 289
2025
Q2 		$1.19M Buy
8,457
+364
+4% +$44.7K 0.03% 298
2025
Q1 		$944K Buy
8,093
+1,086
+15% +$140K 0.02% 318
2024
Q4 		$881K Sell
7,007
-1,024
-13% -$126K 0.02% 317
2024
Q3 		$837K Sell
8,031
-470
-6% -$47.3K 0.02% 324
2024
Q2 		$826K Buy
8,501
+1,116
+15% +$106K 0.02% 316
2024
Q1 		$695K Buy
7,385
+364
+5% +$32.1K 0.02% 366
2023
Q4 		$655K Sell
7,021
-132
-2% -$10.6K 0.02% 316
2023
Q3 		$584K Buy
7,153
+293
+4% +$25.4K 0.02% 313
2023
Q2 		$586K Buy
6,860
+902
+15% +$77.1K 0.02% 313
2023
Q1 		$523K Sell
5,958
-426
-7% -$39.8K 0.02% 325
2022
Q4 		$543K Buy
6,384
+1,827
+40% +$156K 0.03% 301
2022
Q3 		$360K Buy
4,557
+1,284
+39% +$108K 0.02% 354
2022
Q2 		$249K Buy
3,273
+966
+42% +$79.1K 0.01% 437
2022
Q1 		$202K Buy
2,307
+15
+0.7% +$1.45K 0.01% 497
2021
Q4 		$225K Buy
+2,292
New +$228K 0.01% 492
2021
Q3 		– Sell
-2,233
Closed -$205K – 519
2021
Q2 		$205K Buy
+2,233
New +$191K 0.01% 467

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

Mission Wealth Management's MS Position: Q2 2026 in Review

Mission Wealth Management increased its Morgan Stanley (MS) stake by 113% in Q2 2026, buying an estimated $1.82M and bringing the position to 17,293 shares worth $3.61M. The position accounts for 0.04% of the portfolio, ranked #222.

Mission Wealth Management first reported a position in MS in Q2 2021 and has held it in 20 quarters since. 948 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Mission Wealth Management held 17,293 shares of Morgan Stanley worth $3.61M as of Q2 2026.
  • Mission Wealth Management bought 9,172 Morgan Stanley shares in Q2 2026, an estimated $1.82M.
  • Morgan Stanley made up 0.04% of Mission Wealth Management's portfolio in Q2 2026, its #222 holding.
  • Mission Wealth Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • 948 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.