N.E.W. Advisory Services’s Morgan Stanley MS Stock Holding History

N.E.W. Advisory Services’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	$544K	Buy	2,602 +57	+2%	+$11.3K	0.04%	137
2026 Q1	$419K	Buy	2,545 +6	+0.2%	+$1.04K	0.03%	145
2025 Q4	$451K	Buy	2,539 +1,209	+91%	+$202K	0.03%	138
2025 Q3	$211K	Buy	1,330 +2	+0.2%	+$295	0.02%	178
2025 Q2	$187K	Sell	1,328 -3,070	-70%	-$377K	0.02%	191
2025 Q1	$513K	Buy	4,398 +1,727	+65%	+$223K	0.04%	128
2024 Q4	$336K	Buy	2,671 +3	+0.1%	+$369	0.03%	144
2024 Q3	$278K	Buy	2,668 +222	+9%	+$22.4K	0.03%	157
2024 Q2	$238K	Buy	2,446 +3	+0.1%	+$286	0.03%	159
2024 Q1	$230K	Sell	2,443 -37	-1%	-$3.26K	0.03%	156
2023 Q4	$231K	Buy	2,480 +3	+0.1%	+$240	0.03%	149
2023 Q3	$202K	Sell	2,477 -85	-3%	-$7.38K	0.03%	146
2023 Q2	$219K	Sell	2,562 -29	-1%	-$2.48K	0.03%	125
2023 Q1	$228K	Buy	2,591 +116	+5%	+$10.8K	0.03%	127
2022 Q4	$210K	Buy	+2,475	New	+$211K	0.03%	126
2022 Q3	–	Sell	-2,641	Closed	-$201K	–	132
2022 Q2	$201K	Buy	+2,641	New	+$216K	0.04%	126
2022 Q1	–	Sell	-2,495	Closed	-$245K	–	153
2021 Q4	$245K	Sell	2,495 -17	-0.7%	-$1.69K	0.04%	124
2021 Q3	$244K	Buy	2,512 +132	+6%	+$13.1K	0.04%	119
2021 Q2	$219K	Buy	+2,380	New	+$204K	0.04%	126

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

N.E.W. Advisory Services's MS Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Morgan Stanley (MS) stake by 2.2% in Q2 2026, buying an estimated $11.3K and bringing the position to 2,602 shares worth $544K. The position accounts for 0.04% of the portfolio, ranked #137.

N.E.W. Advisory Services first reported a position in MS in Q2 2021 and has held it in 19 quarters since. 1,936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

N.E.W. Advisory Services held 2,602 shares of Morgan Stanley worth $544K as of Q2 2026.
N.E.W. Advisory Services bought 57 Morgan Stanley shares in Q2 2026, an estimated $11.3K.
Morgan Stanley made up 0.04% of N.E.W. Advisory Services's portfolio in Q2 2026, its #137 holding.
N.E.W. Advisory Services first reported a position in Morgan Stanley in Q2 2021 and has held it in 19 quarters since.
1,936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.