Voya 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 | $467K | Sell |
2,206
-636
| -22% | -$126K | 0.04% | 138 |
|
|
2026
Q1 | $450K | Buy |
2,842
+33
| +1% | +$5.71K | 0.04% | 143 |
|
|
2025
Q4 | $505K | Buy |
2,809
+290
| +12% | +$48.4K | 0.05% | 140 |
|
|
2025
Q3 | $406K | Sell |
2,519
-1,158
| -31% | -$171K | 0.04% | 162 |
|
|
2025
Q2 | $517K | Sell |
3,677
-51
| -1% | -$6.26K | 0.05% | 151 |
|
|
2025
Q1 | $430K | Sell |
3,728
-373
| -9% | -$48.1K | 0.05% | 158 |
|
|
2024
Q4 | $516K | Sell |
4,101
-694
| -14% | -$85.5K | 0.06% | 148 |
|
|
2024
Q3 | $499K | Buy |
4,795
+1,113
| +30% | +$112K | 0.05% | 158 |
|
|
2024
Q2 | $353K | Sell |
3,682
-303
| -8% | -$28.8K | 0.04% | 184 |
|
|
2024
Q1 | $373K | Sell |
3,985
-2,175
| -35% | -$192K | 0.04% | 177 |
|
|
2023
Q4 | $577K | Sell |
6,160
-1,332
| -18% | -$107K | 0.07% | 128 |
|
|
2023
Q3 | $616K | Sell |
7,492
-134
| -2% | -$11.6K | 0.08% | 118 |
|
|
2023
Q2 | $650K | Sell |
7,626
-47
| -0.6% | -$4.02K | 0.08% | 117 |
|
|
2023
Q1 | $661K | Sell |
7,673
-2,330
| -23% | -$217K | 0.08% | 115 |
|
|
2022
Q4 | $853K | Sell |
10,003
-43
| -0.4% | -$3.67K | 0.11% | 96 |
|
|
2022
Q3 | $802K | Buy |
10,046
+5
| +0% | +$421 | 0.1% | 101 |
|
|
2022
Q2 | $785K | Buy |
10,041
+2,732
| +37% | +$224K | 0.1% | 102 |
|
|
2022
Q1 | $660K | Buy |
7,309
+1,055
| +17% | +$102K | 0.08% | 131 |
|
|
2021
Q4 | $618K | Buy |
6,254
+771
| +14% | +$76.8K | 0.07% | 141 |
|
|
2021
Q3 | $546K | Sell |
5,483
-441
| -7% | -$43.7K | 0.07% | 155 |
|
|
2021
Q2 | $537K | Sell |
5,924
-22,148
| -79% | -$1.9M | 0.07% | 155 |
|
|
2021
Q1 | $2.22M | Buy |
28,072
+3,203
| +13% | +$245K | 0.09% | 192 |
|
|
2020
Q4 | $1.69M | Sell |
24,869
-764
| -3% | -$43.8K | 0.07% | 207 |
|
|
2020
Q3 | $1.21M | Sell |
25,633
-1,417
| -5% | -$71.4K | 0.06% | 227 |
|
|
2020
Q2 | $1.28M | Buy |
27,050
+20,110
| +290% | +$845K | 0.07% | 218 |
|
|
2020
Q1 | $242K | Buy |
6,940
+509
| +8% | +$24K | 0.01% | 493 |
|
|
2019
Q4 | $328K | Buy |
6,431
+15
| +0.2% | +$710 | 0.02% | 483 |
|
|
2019
Q3 | $275K | Buy |
6,416
+65
| +1% | +$2.78K | 0.01% | 511 |
|
|
2019
Q2 | $276K | Buy |
6,351
+359
| +6% | +$16K | 0.01% | 512 |
|
|
2019
Q1 | $251K | Buy |
5,992
+446
| +8% | +$18.8K | 0.01% | 518 |
|
|
2018
Q4 | $218K | Buy |
5,546
+574
| +12% | +$25K | 0.01% | 500 |
|
|
2018
Q3 | $238K | Sell |
4,972
-1,554
| -24% | -$75.9K | 0.01% | 521 |
|
|
2018
Q2 | $315K | Sell |
6,526
-560
| -8% | -$29.3K | 0.02% | 427 |
|
|
2018
Q1 | $375K | Buy |
7,086
+851
| +14% | +$47.1K | 0.02% | 374 |
|
|
2017
Q4 | $328K | Buy |
6,235
+806
| +15% | +$40.8K | 0.02% | 408 |
|
|
2017
Q3 | $261K | Buy |
+5,429
| New | +$252K | 0.02% | 435 |
|
Other funds holding MS
Voya Financial Advisors's MS Position: Q2 2026 in Review
Voya Financial Advisors reduced its Morgan Stanley (MS) stake by 22% in Q2 2026, selling an estimated $126K and leaving 2,206 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #138.
Voya Financial Advisors first reported a position in MS in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.22M in Q1 2021. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- Voya Financial Advisors held 2,206 shares of Morgan Stanley worth $467K as of Q2 2026.
- Voya Financial Advisors sold 636 Morgan Stanley shares in Q2 2026, an estimated $126K.
- Morgan Stanley made up 0.04% of Voya Financial Advisors's portfolio in Q2 2026, its #138 holding.
- Voya Financial Advisors first reported a position in Morgan Stanley in Q3 2017 and has held it in 36 quarters since.
- Voya Financial Advisors's Morgan Stanley position peaked at $2.22M in Q1 2021.
- 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on Voya Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.