Retirement Wealth Solutions
MS icon

Retirement Wealth Solutions’s Morgan Stanley MS Stock Holding History

Retirement Wealth Solutions’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 		$16K Sell
85
-5
-6% -$1.06K 0.01% 205
2026
Q2 		$18.8K Buy
90
+5
+6% +$990 0.01% 162
2026
Q1 		$14K Buy
85
+40
+89% +$6.92K 0.01% 175
2025
Q4 		$7.99K Hold
45
– – 0.01% 245
2025
Q3 		$7.15K Buy
+45
New +$6.64K ﹤0.01% 258

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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Retirement Wealth Solutions's MS Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Morgan Stanley (MS) stake by 5.6% in Q3 2026, selling an estimated $1.06K and leaving 85 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #205.

Retirement Wealth Solutions first reported a position in MS in Q3 2025 and has held it in 5 quarters since. The position peaked at $18.8K in Q2 2026. 694 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Retirement Wealth Solutions held 85 shares of Morgan Stanley worth $16K as of Q3 2026.
  • Retirement Wealth Solutions sold 5 Morgan Stanley shares in Q3 2026, an estimated $1.06K.
  • Morgan Stanley made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #205 holding.
  • Retirement Wealth Solutions first reported a position in Morgan Stanley in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Morgan Stanley position peaked at $18.8K in Q2 2026.
  • 694 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.