Optivise Advisory Services
MS icon

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
Q3 		$217K Buy
1,156
+75
+7% +$15.9K 0.11% 205
2026
Q2 		$226K Buy
+1,081
New +$214K 0.11% 193

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Optivise Advisory Services's MS Position: Q3 2026 in Review

Optivise Advisory Services increased its Morgan Stanley (MS) stake by 6.9% in Q3 2026, buying an estimated $15.9K and bringing the position to 1,156 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #205.

Optivise Advisory Services first reported a position in MS in Q2 2026 and has held it in 2 quarters since. The position peaked at $226K in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Optivise Advisory Services held 1,156 shares of Morgan Stanley worth $217K as of Q3 2026.
  • Optivise Advisory Services bought 75 Morgan Stanley shares in Q3 2026, an estimated $15.9K.
  • Morgan Stanley made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #205 holding.
  • Optivise Advisory Services first reported a position in Morgan Stanley in Q2 2026 and has held it in 2 quarters since.
  • Optivise Advisory Services's Morgan Stanley position peaked at $226K in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.