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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
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

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

Physician Wealth Advisors's MS Position: Q2 2026 in Review

Physician Wealth Advisors increased its Morgan Stanley (MS) stake by 13% in Q2 2026, buying an estimated $16.2K and bringing the position to 698 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #261.

Physician Wealth Advisors first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Physician Wealth Advisors held 698 shares of Morgan Stanley worth $146K as of Q2 2026.
  • Physician Wealth Advisors bought 82 Morgan Stanley shares in Q2 2026, an estimated $16.2K.
  • Morgan Stanley made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #261 holding.
  • Physician Wealth Advisors first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.