TWD
MS icon

True Wealth Design’s Morgan Stanley MS Stock Holding History

True Wealth Design’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 		$85.9K Buy
411
+50
+14% +$9.9K 0.02% 301
2026
Q1 		$59.4K Buy
361
+94
+35% +$16.3K 0.02% 350
2025
Q4 		$47.4K Sell
267
-9
-3% -$1.5K 0.01% 350
2025
Q3 		$43.9K Buy
276
+98
+55% +$14.5K 0.01% 356
2025
Q2 		$25.1K Buy
178
+2
+1% +$246 0.01% 330
2025
Q1 		$20.5K Buy
176
+76
+76% +$9.79K 0.01% 337
2024
Q4 		$12.6K Buy
100
+13
+15% +$1.6K ﹤0.01% 390
2024
Q3 		$9.07K Buy
+87
New +$8.76K ﹤0.01% 440

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

True Wealth Design's MS Position: Q2 2026 in Review

True Wealth Design increased its Morgan Stanley (MS) stake by 14% in Q2 2026, buying an estimated $9.9K and bringing the position to 411 shares worth $85.9K. The position accounts for 0.02% of the portfolio, ranked #301.

True Wealth Design first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • True Wealth Design held 411 shares of Morgan Stanley worth $85.9K as of Q2 2026.
  • True Wealth Design bought 50 Morgan Stanley shares in Q2 2026, an estimated $9.9K.
  • Morgan Stanley made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #301 holding.
  • True Wealth Design first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.