Net Worth Advisory Group’s Morgan Stanley MS Stock Holding History

Net Worth Advisory Group’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	$1.16M	Sell	5,539 -147	-3%	-$29.1K	0.29%	66
2026 Q1	$936K	Sell	5,686 -475	-8%	-$82.2K	0.19%	103
2025 Q4	$1.09M	Sell	6,161 -3,210	-34%	-$535K	0.22%	78
2025 Q3	$1.49M	Sell	9,371 -602	-6%	-$88.9K	0.43%	46
2025 Q2	$1.4M	Buy	9,973 +214	+2%	+$26.3K	0.31%	68
2025 Q1	$1.14M	Buy	9,759 +1,568	+19%	+$202K	0.36%	37
2024 Q4	$1.03M	Buy	8,191 +57	+0.7%	+$7.02K	0.31%	52
2024 Q3	$848K	Buy	+8,134	New	+$819K	0.25%	72

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Net Worth Advisory Group's MS Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Morgan Stanley (MS) stake by 2.6% in Q2 2026, selling an estimated $29.1K and leaving 5,539 shares worth $1.16M. The position accounts for 0.29% of the portfolio, ranked #66.

Net Worth Advisory Group first reported a position in MS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.49M in Q3 2025. 1,004 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Net Worth Advisory Group held 5,539 shares of Morgan Stanley worth $1.16M as of Q2 2026.
Net Worth Advisory Group sold 147 Morgan Stanley shares in Q2 2026, an estimated $29.1K.
Morgan Stanley made up 0.29% of Net Worth Advisory Group's portfolio in Q2 2026, its #66 holding.
Net Worth Advisory Group first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Morgan Stanley position peaked at $1.49M in Q3 2025.
1,004 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.