TRUE Private Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$9.68K | 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% | +$2.31K | 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% | -$5.95K | 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% | +$5.79K | 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
TRUE Private Wealth Advisors's MS Position: Q2 2026 in Review
TRUE Private Wealth Advisors increased its Morgan Stanley (MS) stake by 0.09% in Q2 2026, buying an estimated $1.39K and bringing the position to 8,155 shares worth $1.7M. The position accounts for 0.15% of the portfolio, ranked #97.
TRUE Private Wealth Advisors first reported a position in MS in Q3 2018 and has held it in 29 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- TRUE Private Wealth Advisors held 8,155 shares of Morgan Stanley worth $1.7M as of Q2 2026.
- TRUE Private Wealth Advisors bought 7 Morgan Stanley shares in Q2 2026, an estimated $1.39K.
- Morgan Stanley made up 0.15% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #97 holding.
- TRUE Private Wealth Advisors first reported a position in Morgan Stanley in Q3 2018 and has held it in 29 quarters since.
- 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.