Moss Adams Wealth Advisors’s Morgan Stanley MS Stock Holding History

Moss Adams 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	$2.84M	Buy	13,593 +167	+1%	+$33.1K	0.18%	41
2026 Q1	$2.21M	Buy	13,426 +254	+2%	+$44K	0.16%	46
2025 Q4	$2.34M	Sell	13,172 -50	-0.4%	-$8.34K	0.17%	43
2025 Q3	$2.1M	Buy	13,222 +65	+0.5%	+$9.6K	0.16%	45
2025 Q2	$1.85M	Buy	13,157 +518	+4%	+$63.6K	0.17%	52
2025 Q1	$1.47M	Buy	12,639 +612	+5%	+$78.9K	0.16%	50
2024 Q4	$1.51M	Buy	12,027 +7,492	+165%	+$923K	0.16%	43
2024 Q3	$473K	Buy	4,535 +161	+4%	+$16.2K	0.05%	98
2024 Q2	$425K	Buy	4,374 +428	+11%	+$40.7K	0.06%	96
2024 Q1	$372K	Buy	+3,946	New	+$348K	0.06%	94

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

Moss Adams Wealth Advisors's MS Position: Q2 2026 in Review

Moss Adams Wealth Advisors increased its Morgan Stanley (MS) stake by 1.2% in Q2 2026, buying an estimated $33.1K and bringing the position to 13,593 shares worth $2.84M. The position accounts for 0.18% of the portfolio, ranked #41.

Moss Adams Wealth Advisors first reported a position in MS in Q1 2024 and has held it in 10 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Moss Adams Wealth Advisors held 13,593 shares of Morgan Stanley worth $2.84M as of Q2 2026.
Moss Adams Wealth Advisors bought 167 Morgan Stanley shares in Q2 2026, an estimated $33.1K.
Morgan Stanley made up 0.18% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Moss Adams Wealth Advisors first reported a position in Morgan Stanley in Q1 2024 and has held it in 10 quarters since.
936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.