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 Q3	$253K	Buy	1,345 +2	+0.1%	+$425	0.02%	167
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%	+$4.14K	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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

RVW Wealth's MS Position: Q3 2026 in Review

RVW Wealth increased its Morgan Stanley (MS) stake by 0.15% in Q3 2026, buying an estimated $425 and bringing the position to 1,345 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #167.

RVW Wealth first reported a position in MS in Q3 2023 and has held it in 8 quarters since. The position peaked at $619K in Q4 2025. 634 funds tracked by Wall St. Rank hold MS as of Q3 2026.

RVW Wealth held 1,345 shares of Morgan Stanley worth $253K as of Q3 2026.
RVW Wealth bought 2 Morgan Stanley shares in Q3 2026, an estimated $425.
Morgan Stanley made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #167 holding.
RVW Wealth first reported a position in Morgan Stanley in Q3 2023 and has held it in 8 quarters since.
RVW Wealth's Morgan Stanley position peaked at $619K in Q4 2025.
634 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.