Optivise Advisory Services’s Morgan Stanley MS Stock Holding History

Optivise 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	$226K	Buy	+1,081	New	+$214K	0.11%	193

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

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

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

Optivise Advisory Services's MS Position: Q2 2026 in Review

Optivise Advisory Services opened a new position in Morgan Stanley (MS) in Q2 2026: 1,081 shares worth $226K. The stake represents 0.11% of the portfolio and ranks #193 among its holdings.

916 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Optivise Advisory Services held 1,081 shares of Morgan Stanley worth $226K as of Q2 2026.
Morgan Stanley was a new Optivise Advisory Services position in Q2 2026.
Morgan Stanley made up 0.11% of Optivise Advisory Services's portfolio in Q2 2026, its #193 holding.
916 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.