TRUE Private Wealth Advisors’s Morgan Stanley MS Stock Holding History

TRUE Private 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 Q3	$1.5M	Sell	7,973 -182	-2%	-$38.7K	0.13%	104
2026 Q2	$1.7M	Buy	8,155 +7	+0.1%	+$1.39K	0.15%	97
2026 Q1	$1.34M	Sell	8,148 -1,245	-13%	-$216K	0.13%	101
2025 Q4	$1.67M	Sell	9,393 -95	-1%	-$15.8K	0.17%	86
2025 Q3	$1.51M	Buy	9,488 +24	+0.3%	+$3.54K	0.15%	90
2025 Q2	$1.33M	Buy	9,464 +251	+3%	+$30.8K	0.15%	94
2025 Q1	$1.07M	Buy	9,213 +1,032	+13%	+$133K	0.13%	92
2024 Q4	$1.03M	Sell	8,181 -86	-1%	-$10.6K	0.12%	94
2024 Q3	$862K	Sell	8,267 -329	-4%	-$33.1K	0.1%	97
2024 Q2	$835K	Buy	8,596 +47	+0.5%	+$4.47K	0.09%	110
2024 Q1	$805K	Sell	8,549 -65	-0.8%	-$5.72K	0.09%	111
2023 Q4	$803K	Sell	8,614 -121	-1%	-$9.7K	0.1%	106
2023 Q3	$713K	Buy	8,735 +407	+5%	+$35.3K	0.1%	115
2023 Q2	$711K	Buy	8,328 +7	+0.1%	+$599	0.11%	100
2023 Q1	$731K	Buy	8,321 +65	+0.8%	+$6.07K	0.11%	100
2022 Q4	$702K	Sell	8,256 -1	-0%	-$85	0.11%	95
2022 Q3	$652K	Buy	8,257 +355	+4%	+$29.9K	0.1%	95
2022 Q2	$601K	Sell	7,902 -35	-0.4%	-$2.87K	0.09%	110
2022 Q1	$692K	Buy	7,937 +24	+0.3%	+$2.32K	0.1%	109
2021 Q4	$776K	Buy	7,913 +89	+1%	+$8.87K	0.11%	117
2021 Q3	$761K	Sell	7,824 -60	-0.8%	-$5.94K	0.11%	113
2021 Q2	$722K	Sell	7,884 -559	-7%	-$47.9K	0.11%	114
2021 Q1	$656K	Sell	8,443 -999	-11%	-$76.6K	0.11%	116
2020 Q4	$647K	Buy	9,442 +101	+1%	+$5.8K	0.11%	105
2020 Q3	$451K	Sell	9,341 -667	-7%	-$33.6K	0.08%	132
2020 Q2	$483K	Sell	10,008 -320	-3%	-$13.4K	0.09%	121
2020 Q1	$351K	Buy	10,328 +6,058	+142%	+$285K	0.07%	121
2019 Q4	$218K	Buy	+4,270	New	+$202K	0.03%	207
2019 Q3	–	Sell	-4,205	Closed	-$184K	–	535
2019 Q2	$184K	Buy	+4,205	New	+$188K	0.03%	202
2018 Q4	–	Sell	-1,048	Closed	-$48.8K	–	666
2018 Q3	$48.8K	Buy	+1,048	New	+$51.2K	0.01%	467

Other funds holding MS

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Focused Investors Los Angeles, California $2.41B AUM 10.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

TRUE Private Wealth Advisors's MS Position: Q3 2026 in Review

TRUE Private Wealth Advisors reduced its Morgan Stanley (MS) stake by 2.2% in Q3 2026, selling an estimated $38.7K and leaving 7,973 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #104.

TRUE Private Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 30 quarters since. The position peaked at $1.7M in Q2 2026. 1,109 funds tracked by Wall St. Rank hold MS as of Q3 2026.

TRUE Private Wealth Advisors held 7,973 shares of Morgan Stanley worth $1.5M as of Q3 2026.
TRUE Private Wealth Advisors sold 182 Morgan Stanley shares in Q3 2026, an estimated $38.7K.
Morgan Stanley made up 0.13% of TRUE Private Wealth Advisors's portfolio in Q3 2026, its #104 holding.
TRUE Private Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 30 quarters since.
TRUE Private Wealth Advisors's Morgan Stanley position peaked at $1.7M in Q2 2026.
1,109 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.