Valeo Financial 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 | $3.03M | Buy |
14,476
+655
| +5% | +$130K | 0.06% | 131 |
|
|
2026
Q1 | $2.27M | Sell |
13,821
-3,597
| -21% | -$623K | 0.05% | 147 |
|
|
2025
Q4 | $3.09M | Buy |
17,418
+343
| +2% | +$57.2K | 0.07% | 130 |
|
|
2025
Q3 | $2.71M | Sell |
17,075
-1,513
| -8% | -$223K | 0.06% | 135 |
|
|
2025
Q2 | $2.62M | Buy |
18,588
+1,696
| +10% | +$208K | 0.06% | 139 |
|
|
2025
Q1 | $1.97M | Buy |
16,892
+156
| +0.9% | +$20.1K | 0.05% | 160 |
|
|
2024
Q4 | $2.1M | Buy |
16,736
+70
| +0.4% | +$8.62K | 0.06% | 150 |
|
|
2024
Q3 | $1.74M | Sell |
16,666
-650
| -4% | -$65.5K | 0.05% | 172 |
|
|
2024
Q2 | $1.68M | Sell |
17,316
-1,393
| -7% | -$133K | 0.05% | 166 |
|
|
2024
Q1 | $1.76M | Buy |
18,709
+1,931
| +12% | +$170K | 0.06% | 161 |
|
|
2023
Q4 | $1.56M | Sell |
16,778
-410
| -2% | -$32.8K | 0.06% | 163 |
|
|
2023
Q3 | $1.4M | Sell |
17,188
-68
| -0.4% | -$5.9K | 0.06% | 160 |
|
|
2023
Q2 | $1.47M | Buy |
17,256
+1,719
| +11% | +$147K | 0.07% | 155 |
|
|
2023
Q1 | $1.36M | Buy |
15,537
+2,302
| +17% | +$215K | 0.07% | 180 |
|
|
2022
Q4 | $1.13M | Buy |
13,235
+4,271
| +48% | +$364K | 0.06% | 175 |
|
|
2022
Q3 | $708K | Buy |
8,964
+492
| +6% | +$41.5K | 0.05% | 207 |
|
|
2022
Q2 | $644K | Sell |
8,472
-3,251
| -28% | -$266K | 0.04% | 218 |
|
|
2022
Q1 | $1.02M | Buy |
11,723
+3,595
| +44% | +$347K | 0.05% | 199 |
|
|
2021
Q4 | $798K | Buy |
8,128
+745
| +10% | +$74.2K | 0.04% | 221 |
|
|
2021
Q3 | $718K | Buy |
7,383
+998
| +16% | +$98.9K | 0.04% | 232 |
|
|
2021
Q2 | $585K | Sell |
6,385
-225
| -3% | -$19.3K | 0.04% | 239 |
|
|
2021
Q1 | $513K | Sell |
6,610
-263
| -4% | -$20.2K | 0.02% | 270 |
|
|
2020
Q4 | $471K | Buy |
6,873
+2,776
| +68% | +$159K | 0.02% | 259 |
|
|
2020
Q3 | $198K | Sell |
4,097
-2,197
| -35% | -$111K | 0.02% | 330 |
|
|
2020
Q2 | $304K | Buy |
6,294
+2,226
| +55% | +$93.5K | 0.03% | 250 |
|
|
2020
Q1 | $166K | Buy |
4,068
+654
| +19% | +$30.8K | 0.02% | 327 |
|
|
2019
Q4 | $175K | Buy |
3,414
+580
| +20% | +$27.5K | 0.02% | 345 |
|
|
2019
Q3 | $121K | Buy |
2,834
+18
| +0.6% | +$769 | 0.01% | 391 |
|
|
2019
Q2 | $123K | Sell |
2,816
-95
| -3% | -$4.24K | 0.01% | 390 |
|
|
2019
Q1 | $123K | Buy |
2,911
+704
| +32% | +$29.6K | 0.01% | 370 |
|
|
2018
Q4 | $88K | Buy |
2,207
+9
| +0.4% | +$393 | 0.01% | 404 |
|
|
2018
Q3 | $100K | Buy |
2,198
+218
| +11% | +$10.6K | 0.01% | 399 |
|
|
2018
Q2 | $94K | Buy |
1,980
+55
| +3% | +$2.87K | 0.01% | 404 |
|
|
2018
Q1 | $104K | Buy |
1,925
+1,430
| +289% | +$79.2K | 0.02% | 360 |
|
|
2017
Q4 | $26K | Buy |
495
+246
| +99% | +$12.4K | ﹤0.01% | 613 |
|
|
2017
Q3 | $12K | Buy |
+249
| New | +$11.5K | ﹤0.01% | 664 |
|
Other funds holding MS
HCM
ATO
OIAM
AAMU
DLA
RG
Valeo Financial Advisors's MS Position: Q2 2026 in Review
Valeo Financial Advisors increased its Morgan Stanley (MS) stake by 4.7% in Q2 2026, buying an estimated $130K and bringing the position to 14,476 shares worth $3.03M. The position accounts for 0.06% of the portfolio, ranked #131.
Valeo Financial Advisors first reported a position in MS in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.09M in Q4 2025. 953 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Valeo Financial Advisors held 14,476 shares of Morgan Stanley worth $3.03M as of Q2 2026.
- Valeo Financial Advisors bought 655 Morgan Stanley shares in Q2 2026, an estimated $130K.
- Morgan Stanley made up 0.06% of Valeo Financial Advisors's portfolio in Q2 2026, its #131 holding.
- Valeo Financial Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 36 quarters since.
- Valeo Financial Advisors's Morgan Stanley position peaked at $3.09M in Q4 2025.
- 953 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.