Secured Retirement Advisors’s Morgan Stanley MS Stock Holding History

Secured Retirement 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	$1.71M	Buy	+8,176	New	+$1.62M	0.88%	38

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

Secured Retirement Advisors's MS Position: Q2 2026 in Review

Secured Retirement Advisors opened a new position in Morgan Stanley (MS) in Q2 2026: 8,176 shares worth $1.71M. The stake represents 0.88% of the portfolio and ranks #38 among its holdings.

608 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Secured Retirement Advisors held 8,176 shares of Morgan Stanley worth $1.71M as of Q2 2026.
Morgan Stanley was a new Secured Retirement Advisors position in Q2 2026.
Morgan Stanley made up 0.88% of Secured Retirement Advisors's portfolio in Q2 2026, its #38 holding.
608 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.