Physician Wealth Advisors
MS icon

Physician Wealth Advisors’s Morgan Stanley MS Stock Holding History

Physician 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
Q3 		$139K Buy
740
+42
+6% +$8.92K 0.02% 272
2026
Q2 		$146K Buy
698
+82
+13% +$16.2K 0.02% 261
2026
Q1 		$101K Buy
616
+9
+1% +$1.56K 0.01% 277
2025
Q4 		$108K Buy
607
+39
+7% +$6.5K 0.02% 261
2025
Q3 		$90.3K Buy
568
+263
+86% +$38.8K 0.01% 285
2025
Q2 		$42.9K Buy
305
+8
+3% +$983 0.01% 373
2025
Q1 		$34.7K Buy
297
+4
+1% +$515 0.01% 388
2024
Q4 		$36.9K Buy
+293
New +$36.1K 0.01% 391

Other funds holding MS

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Focused Investors
Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

Physician Wealth Advisors's MS Position: Q3 2026 in Review

Physician Wealth Advisors increased its Morgan Stanley (MS) stake by 6% in Q3 2026, buying an estimated $8.92K and bringing the position to 740 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #272.

Physician Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 8 quarters since. The position peaked at $146K in Q2 2026. 1,188 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Physician Wealth Advisors held 740 shares of Morgan Stanley worth $139K as of Q3 2026.
  • Physician Wealth Advisors bought 42 Morgan Stanley shares in Q3 2026, an estimated $8.92K.
  • Morgan Stanley made up 0.02% of Physician Wealth Advisors's portfolio in Q3 2026, its #272 holding.
  • Physician Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Morgan Stanley position peaked at $146K in Q2 2026.
  • 1,188 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.