VSM Wealth Advisory’s Morgan Stanley MS Stock Holding History

VSM Wealth Advisory’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	$90.1K	Buy	431 +1	+0.2%	+$198	0.02%	168
2026 Q1	$70.8K	Buy	430 +1	+0.2%	+$173	0.02%	179
2025 Q4	$76.2K	Buy	429 +1	+0.2%	+$167	0.02%	162
2025 Q3	$68.1K	Buy	428 +1	+0.2%	+$148	0.02%	172
2025 Q2	$60.2K	Sell	427 -353	-45%	-$43.4K	0.02%	192
2025 Q1	$91K	Buy	780 +1	+0.1%	+$129	0.03%	138
2024 Q4	$97.9K	Buy	+779	New	+$95.9K	0.03%	134

Other funds holding MS

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VSM Wealth Advisory's MS Position: Q2 2026 in Review

VSM Wealth Advisory increased its Morgan Stanley (MS) stake by 0.23% in Q2 2026, buying an estimated $198 and bringing the position to 431 shares worth $90.1K. The position accounts for 0.02% of the portfolio, ranked #168.

VSM Wealth Advisory first reported a position in MS in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.9K in Q4 2024. 889 funds tracked by Wall St. Rank hold MS as of Q2 2026.

VSM Wealth Advisory held 431 shares of Morgan Stanley worth $90.1K as of Q2 2026.
VSM Wealth Advisory bought 1 Morgan Stanley share in Q2 2026, an estimated $198.
Morgan Stanley made up 0.02% of VSM Wealth Advisory's portfolio in Q2 2026, its #168 holding.
VSM Wealth Advisory first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Morgan Stanley position peaked at $97.9K in Q4 2024.
889 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.