Visionary Wealth Advisors
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Visionary Wealth Advisors’s Morgan Stanley MS Stock Holding History

Visionary 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 		$1.24M Sell
6,614
-273
-4% -$58K 0.05% 272
2026
Q2 		$1.44M Buy
6,887
+121
+2% +$24K 0.06% 246
2026
Q1 		$1.11M Sell
6,766
-598
-8% -$104K 0.05% 260
2025
Q4 		$1.31M Buy
7,364
+158
+2% +$26.4K 0.06% 237
2025
Q3 		$1.15M Sell
7,206
-307
-4% -$45.3K 0.05% 258
2025
Q2 		$1.06M Buy
7,513
+90
+1% +$11.1K 0.05% 268
2025
Q1 		$866K Buy
7,423
+826
+13% +$106K 0.05% 278
2024
Q4 		$829K Buy
6,597
+68
+1% +$8.38K 0.05% 283
2024
Q3 		$681K Sell
6,529
-17
-0.3% -$1.71K 0.04% 305
2024
Q2 		$636K Sell
6,546
-14
-0.2% -$1.33K 0.04% 294
2024
Q1 		$618K Sell
6,560
-397
-6% -$35K 0.04% 293
2023
Q4 		$649K Buy
6,957
+541
+8% +$43.3K 0.05% 273
2023
Q3 		$524K Buy
6,416
+341
+6% +$29.6K 0.04% 290
2023
Q2 		$519K Sell
6,075
-227
-4% -$19.4K 0.04% 291
2023
Q1 		$553K Sell
6,302
-88
-1% -$8.21K 0.05% 266
2022
Q4 		$543K Sell
6,390
-425
-6% -$36.2K 0.05% 229
2022
Q3 		$538K Sell
6,815
-694
-9% -$58.5K 0.06% 216
2022
Q2 		$571K Buy
7,509
+108
+1% +$8.85K 0.05% 224
2022
Q1 		$647K Buy
7,401
+880
+13% +$84.9K 0.05% 222
2021
Q4 		$640K Buy
6,521
+2,137
+49% +$213K 0.05% 204
2021
Q3 		$427K Sell
4,384
-2,395
-35% -$237K 0.04% 206
2021
Q2 		$622K Buy
6,779
+241
+4% +$20.7K 0.06% 176
2021
Q1 		$508K Buy
6,538
+367
+6% +$28.1K 0.05% 195
2020
Q4 		$423K Buy
6,171
+274
+5% +$15.7K 0.05% 198
2020
Q3 		$285K Buy
5,897
+1,093
+23% +$55.1K 0.04% 196
2020
Q2 		$232K Buy
+4,804
New +$202K 0.04% 206
2020
Q1 		– Sell
-4,494
Closed -$230K – 218
2019
Q4 		$230K Buy
+4,494
New +$213K 0.04% 191

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Visionary Wealth Advisors's MS Position: Q3 2026 in Review

Visionary Wealth Advisors reduced its Morgan Stanley (MS) stake by 4% in Q3 2026, selling an estimated $58K and leaving 6,614 shares worth $1.24M. The position accounts for 0.05% of the portfolio, ranked #272.

Visionary Wealth Advisors first reported a position in MS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.44M in Q2 2026. 1,818 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Visionary Wealth Advisors held 6,614 shares of Morgan Stanley worth $1.24M as of Q3 2026.
  • Visionary Wealth Advisors sold 273 Morgan Stanley shares in Q3 2026, an estimated $58K.
  • Morgan Stanley made up 0.05% of Visionary Wealth Advisors's portfolio in Q3 2026, its #272 holding.
  • Visionary Wealth Advisors first reported a position in Morgan Stanley in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Morgan Stanley position peaked at $1.44M in Q2 2026.
  • 1,818 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.