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Olistico Wealth’s Morgan Stanley MS Stock Holding History

Olistico Wealth’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 		$32.2K Hold
154
– – 0.01% 188
2026
Q1 		$25.3K Hold
154
– – 0.01% 199
2025
Q4 		$27.3K Buy
+154
New +$25.7K 0.01% 197
2025
Q3 		– Sell
-354
Closed -$49.9K – 249
2025
Q2 		$49.9K Buy
354
+200
+130% +$24.6K 0.03% 169
2025
Q1 		$18K Hold
154
– – 0.01% 217
2024
Q4 		$19.4K Hold
154
– – 0.01% 215
2024
Q3 		$16.1K Hold
154
– – 0.01% 222
2024
Q2 		$15K Buy
+154
New +$14.7K 0.01% 224

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

Olistico Wealth's MS Position: Q2 2026 in Review

Olistico Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 154 shares worth $32.2K. The position accounts for 0.01% of the portfolio, ranked #188.

Olistico Wealth first reported a position in MS in Q2 2024 and has held it in 8 quarters since. The position peaked at $49.9K in Q2 2025. 878 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Olistico Wealth held 154 shares of Morgan Stanley worth $32.2K as of Q2 2026.
  • Olistico Wealth left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.01% of Olistico Wealth's portfolio in Q2 2026, its #188 holding.
  • Olistico Wealth first reported a position in Morgan Stanley in Q2 2024 and has held it in 8 quarters since.
  • Olistico Wealth's Morgan Stanley position peaked at $49.9K in Q2 2025.
  • 878 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.