MW ADVISORY, LLC’s Morgan Stanley MS Stock Holding History

MW ADVISORY, LLC’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	$2.22M	Buy	+10,637	New	+$2.11M	0.89%	18

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

MW ADVISORY, LLC's MS Position: Q2 2026 in Review

MW ADVISORY, LLC opened a new position in Morgan Stanley (MS) in Q2 2026: 10,637 shares worth $2.22M. The stake represents 0.89% of the portfolio and ranks #18 among its holdings.

1,733 funds tracked by Wall St. Rank hold MS as of Q2 2026.

MW ADVISORY, LLC held 10,637 shares of Morgan Stanley worth $2.22M as of Q2 2026.
Morgan Stanley was a new MW ADVISORY, LLC position in Q2 2026.
Morgan Stanley made up 0.89% of MW ADVISORY, LLC's portfolio in Q2 2026, its #18 holding.
1,733 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on MW ADVISORY, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.