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RVW Wealth’s Morgan Stanley MS Stock Holding History

RVW Wealth’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 		$281K Hold
1,343
– – 0.02% 154
2026
Q1 		$221K Sell
1,343
-2,143
-61% -$371K 0.02% 168
2025
Q4 		$619K Buy
3,486
+70
+2% +$11.7K 0.05% 95
2025
Q3 		$543K Buy
3,416
+28
+0.8% +$4.13K 0.04% 102
2025
Q2 		$477K Sell
3,388
-91
-3% -$11.2K 0.04% 104
2025
Q1 		$406K Buy
+3,479
New +$448K 0.04% 107
2023
Q4 		– Sell
-336
Closed -$27.4K – 279
2023
Q3 		$27.4K Buy
+336
New +$29.2K ﹤0.01% 287

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

RVW Wealth's MS Position: Q2 2026 in Review

RVW Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 1,343 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #154.

RVW Wealth first reported a position in MS in Q3 2023 and has held it in 7 quarters since. The position peaked at $619K in Q4 2025. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RVW Wealth held 1,343 shares of Morgan Stanley worth $281K as of Q2 2026.
  • RVW Wealth left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #154 holding.
  • RVW Wealth first reported a position in Morgan Stanley in Q3 2023 and has held it in 7 quarters since.
  • RVW Wealth's Morgan Stanley position peaked at $619K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.