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Toth Financial Advisory’s Morgan Stanley MS Stock Holding History

Toth Financial Advisory’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 		– Sell
-35
Closed -$5.76K – 958
2026
Q1 		$5.76K Hold
35
– – ﹤0.01% 624
2025
Q4 		$6.21K Buy
+35
New +$5.84K ﹤0.01% 614
2023
Q2 		– Sell
-48
Closed -$4.21K – 849
2023
Q1 		$4.21K Buy
+48
New +$4.48K ﹤0.01% 563
2022
Q4 		– Sell
-20
Closed -$2K – 781
2022
Q3 		$2K Hold
20
– – ﹤0.01% 644
2022
Q2 		$2K Buy
+20
New +$1.64K ﹤0.01% 602

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Toth Financial Advisory's MS Position: Q2 2026 in Review

Toth Financial Advisory sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 35 shares — an estimated $5.76K sold.

Toth Financial Advisory first reported a position in MS in Q2 2022 and held it in 5 quarters. The position peaked at $6.21K in Q4 2025. 863 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Toth Financial Advisory reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 35 Morgan Stanley shares in Q2 2026, an estimated $5.76K.
  • Toth Financial Advisory first reported a position in Morgan Stanley in Q2 2022 and held it in 5 quarters.
  • Toth Financial Advisory's Morgan Stanley position peaked at $6.21K in Q4 2025.
  • 863 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.