Motive Wealth Advisors’s Morgan Stanley MS Stock Holding History

Motive 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	$243K	Sell	1,162 -141	-11%	-$27.9K	0.1%	88
2026 Q1	$214K	Sell	1,303 -10	-0.8%	-$1.73K	0.1%	86
2025 Q4	$233K	Sell	1,313 -20	-2%	-$3.34K	0.1%	81
2025 Q3	$212K	Buy	+1,333	New	+$197K	0.09%	84

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

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

Motive Wealth Advisors reduced its Morgan Stanley (MS) stake by 11% in Q2 2026, selling an estimated $27.9K and leaving 1,162 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #88.

Motive Wealth Advisors first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 654 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Motive Wealth Advisors held 1,162 shares of Morgan Stanley worth $243K as of Q2 2026.
Motive Wealth Advisors sold 141 Morgan Stanley shares in Q2 2026, an estimated $27.9K.
Morgan Stanley made up 0.1% of Motive Wealth Advisors's portfolio in Q2 2026, its #88 holding.
Motive Wealth Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
654 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Motive Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.