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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
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

Other funds holding MS

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Retirement Wealth Solutions's MS Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Morgan Stanley (MS) stake by 5.9% in Q2 2026, buying an estimated $990 and bringing the position to 90 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #162.

Retirement Wealth Solutions first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Retirement Wealth Solutions held 90 shares of Morgan Stanley worth $18.8K as of Q2 2026.
  • Retirement Wealth Solutions bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #162 holding.
  • Retirement Wealth Solutions first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.