TWM
MS icon

Thrive Wealth Management’s Morgan Stanley MS Stock Holding History

Thrive Wealth Management’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 		$519K Sell
2,483
-103
-4% -$20.4K 0.07% 133
2026
Q1 		$426K Buy
2,586
+52
+2% +$9K 0.06% 133
2025
Q4 		$450K Buy
2,534
+28
+1% +$4.67K 0.07% 140
2025
Q3 		$398K Buy
2,506
+3
+0.1% +$443 0.06% 147
2025
Q2 		$353K Hold
2,503
– – 0.06% 158
2025
Q1 		$292K Sell
2,503
-270
-10% -$34.8K 0.06% 167
2024
Q4 		$349K Sell
2,773
-20
-0.7% -$2.46K 0.06% 144
2024
Q3 		$291K Sell
2,793
-63
-2% -$6.34K 0.05% 170
2024
Q2 		$278K Buy
2,856
+359
+14% +$34.2K 0.05% 170
2024
Q1 		$235K Buy
2,497
+74
+3% +$6.52K 0.05% 187
2023
Q4 		$226K Sell
2,423
-47
-2% -$3.76K 0.05% 173
2023
Q3 		$202K Sell
2,470
-68
-3% -$5.9K 0.05% 164
2023
Q2 		$217K Buy
+2,538
New +$217K 0.06% 167

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

Thrive Wealth Management's MS Position: Q2 2026 in Review

Thrive Wealth Management reduced its Morgan Stanley (MS) stake by 4% in Q2 2026, selling an estimated $20.4K and leaving 2,483 shares worth $519K. The position accounts for 0.07% of the portfolio, ranked #133.

Thrive Wealth Management first reported a position in MS in Q2 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Thrive Wealth Management held 2,483 shares of Morgan Stanley worth $519K as of Q2 2026.
  • Thrive Wealth Management sold 103 Morgan Stanley shares in Q2 2026, an estimated $20.4K.
  • Morgan Stanley made up 0.07% of Thrive Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Thrive Wealth Management first reported a position in Morgan Stanley in Q2 2023 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.