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Revolve Wealth Partners’s Morgan Stanley MS Stock Holding History

Revolve Wealth Partners’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 		$450K Buy
2,151
+150
+7% +$29.7K 0.05% 206
2026
Q1 		$329K Buy
2,001
+107
+6% +$18.5K 0.04% 169
2025
Q4 		$336K Buy
1,894
+78
+4% +$13K 0.04% 173
2025
Q3 		$289K Sell
1,816
-1
-0.1% -$148 0.03% 177
2025
Q2 		$256K Buy
1,817
+81
+5% +$9.95K 0.03% 189
2025
Q1 		$203K Buy
+1,736
New +$224K 0.03% 218

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

Revolve Wealth Partners's MS Position: Q2 2026 in Review

Revolve Wealth Partners increased its Morgan Stanley (MS) stake by 7.5% in Q2 2026, buying an estimated $29.7K and bringing the position to 2,151 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #206.

Revolve Wealth Partners first reported a position in MS in Q1 2025 and has held it in 6 quarters since. 936 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Revolve Wealth Partners held 2,151 shares of Morgan Stanley worth $450K as of Q2 2026.
  • Revolve Wealth Partners bought 150 Morgan Stanley shares in Q2 2026, an estimated $29.7K.
  • Morgan Stanley made up 0.05% of Revolve Wealth Partners's portfolio in Q2 2026, its #206 holding.
  • Revolve Wealth Partners first reported a position in Morgan Stanley in Q1 2025 and has held it in 6 quarters since.
  • 936 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.