Provenance Wealth Advisors’s Morgan Stanley MS Stock Holding History

Provenance 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	$387K	Buy	1,849 +1,406	+317%	+$278K	0.04%	94
2026 Q1	$72.9K	Hold	443	–	–	0.01%	181
2025 Q4	$78.6K	Hold	443	–	–	0.01%	173
2025 Q3	$70.4K	Hold	443	–	–	0.01%	193
2025 Q2	$62.4K	Hold	443	–	–	0.01%	193
2025 Q1	$51.7K	Hold	443	–	–	0.01%	223
2024 Q4	$55.7K	Hold	443	–	–	0.01%	219
2024 Q3	$46.2K	Hold	443	–	–	0.01%	239
2024 Q2	$43.1K	Hold	443	–	–	0.01%	218
2024 Q1	$41.7K	Hold	443	–	–	0.01%	235
2023 Q4	$41.3K	Buy	443 +411	+1,284%	+$32.9K	0.01%	217
2023 Q3	$2.61K	Buy	+32	New	+$2.78K	﹤0.01%	303

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

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

Provenance Wealth Advisors increased its Morgan Stanley (MS) stake by 317% in Q2 2026, buying an estimated $278K and bringing the position to 1,849 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #94.

Provenance Wealth Advisors first reported a position in MS in Q3 2023 and has held it in 12 quarters since. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Provenance Wealth Advisors held 1,849 shares of Morgan Stanley worth $387K as of Q2 2026.
Provenance Wealth Advisors bought 1,406 Morgan Stanley shares in Q2 2026, an estimated $278K.
Morgan Stanley made up 0.04% of Provenance Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Provenance Wealth Advisors first reported a position in Morgan Stanley in Q3 2023 and has held it in 12 quarters since.
889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.