Total Clarity Wealth Management’s Morgan Stanley MS Stock Holding History

Total Clarity 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	$259K	Sell	1,240 -81	-6%	-$16K	0.05%	316
2026 Q1	$217K	Buy	1,321 +33	+3%	+$5.71K	0.05%	300
2025 Q4	$229K	Buy	+1,288	New	+$215K	0.06%	269
2022 Q3	–	Sell	-1,202	Closed	-$91K	–	693
2022 Q2	$91K	Buy	+1,202	New	+$98.5K	0.05%	330
2022 Q1	–	Sell	-400	Closed	-$39K	–	640
2021 Q4	$39K	Hold	400	–	–	0.02%	447
2021 Q3	$39K	Buy	+400	New	+$39.6K	0.02%	441
2021 Q2	–	Sell	-400	Closed	-$31K	–	527
2021 Q1	$31K	Buy	+400	New	+$30.7K	0.02%	397
2020 Q1	–	Sell	-400	Closed	-$20K	–	420
2019 Q4	$20K	Buy	+400	New	+$18.9K	0.02%	396

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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

OIAM

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Total Clarity Wealth Management's MS Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Morgan Stanley (MS) stake by 6.1% in Q2 2026, selling an estimated $16K and leaving 1,240 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #316.

Total Clarity Wealth Management first reported a position in MS in Q4 2019 and has held it in 8 quarters since. 935 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Total Clarity Wealth Management held 1,240 shares of Morgan Stanley worth $259K as of Q2 2026.
Total Clarity Wealth Management sold 81 Morgan Stanley shares in Q2 2026, an estimated $16K.
Morgan Stanley made up 0.05% of Total Clarity Wealth Management's portfolio in Q2 2026, its #316 holding.
Total Clarity Wealth Management first reported a position in Morgan Stanley in Q4 2019 and has held it in 8 quarters since.
935 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.