Sax Wealth Advisors’s Morgan Stanley MS Stock Holding History

Sax Wealth Advisors’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	$909K	Buy	5,521 +374	+7%	+$74.1K	0.04%	244
2026 Q1	$914K	Sell	5,147 -292	-5%	-$50.6K	0.04%	208
2025 Q4	$966K	Buy	5,439 +745	+16%	+$124K	0.05%	206
2025 Q3	$746K	Buy	4,694 +607	+15%	+$89.6K	0.04%	219
2025 Q2	$576K	Buy	4,087 +1,025	+33%	+$126K	0.03%	235
2025 Q1	$357K	Buy	3,062 +378	+14%	+$48.7K	0.03%	267
2024 Q4	$337K	Buy	2,684 +265	+11%	+$32.6K	0.03%	249
2024 Q3	$252K	Buy	2,419 +69	+3%	+$6.95K	0.02%	247
2024 Q2	$228K	Buy	+2,350	New	+$224K	0.02%	250

Other funds holding MS

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

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sax Wealth Advisors's MS Position: Q2 2026 in Review

Sax Wealth Advisors increased its Morgan Stanley (MS) stake by 7.3% in Q2 2026, buying an estimated $74.1K and bringing the position to 5,521 shares worth $909K. The position accounts for 0.04% of the portfolio, ranked #244.

Sax Wealth Advisors first reported a position in MS in Q2 2024 and has held it in 9 quarters since. The position peaked at $966K in Q4 2025. 639 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Sax Wealth Advisors held 5,521 shares of Morgan Stanley worth $909K as of Q2 2026.
Sax Wealth Advisors bought 374 Morgan Stanley shares in Q2 2026, an estimated $74.1K.
Morgan Stanley made up 0.04% of Sax Wealth Advisors's portfolio in Q2 2026, its #244 holding.
Sax Wealth Advisors first reported a position in Morgan Stanley in Q2 2024 and has held it in 9 quarters since.
Sax Wealth Advisors's Morgan Stanley position peaked at $966K in Q4 2025.
639 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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