NWWA
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New Wave Wealth Advisors’s Morgan Stanley MS Stock Holding History

New Wave 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 		– Sell
-3,865
Closed -$636K – 229
2026
Q1 		$636K Buy
3,865
+1,318
+52% +$228K 0.22% 82
2025
Q4 		$452K Buy
2,547
+23
+0.9% +$3.84K 0.17% 98
2025
Q3 		$401K Buy
+2,524
New +$373K 0.16% 100

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

New Wave Wealth Advisors's MS Position: Q2 2026 in Review

New Wave Wealth Advisors sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 3,865 shares — an estimated $636K sold.

New Wave Wealth Advisors first reported a position in MS in Q3 2025 and held it in 3 quarters. The position peaked at $636K in Q1 2026. 995 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • New Wave Wealth Advisors reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • New Wave Wealth Advisors sold 3,865 Morgan Stanley shares in Q2 2026, an estimated $636K.
  • New Wave Wealth Advisors first reported a position in Morgan Stanley in Q3 2025 and held it in 3 quarters.
  • New Wave Wealth Advisors's Morgan Stanley position peaked at $636K in Q1 2026.
  • 995 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on New Wave Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.