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RAFFA WEALTH MANAGEMENT, LLC’s Morgan Stanley MS Stock Holding History

RAFFA WEALTH MANAGEMENT, 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 		$29.9K Sell
143
-3
-2% -$594 ﹤0.01% 229
2026
Q1 		$24K Buy
146
+27
+23% +$4.67K ﹤0.01% 246
2025
Q4 		$21.1K Buy
119
+15
+14% +$2.5K ﹤0.01% 253
2025
Q3 		$16.5K Buy
104
+15
+17% +$2.21K ﹤0.01% 285
2025
Q2 		$12.5K Sell
89
-34
-28% -$4.18K ﹤0.01% 334
2025
Q1 		$14.3K Sell
123
-5
-4% -$644 ﹤0.01% 265
2024
Q4 		$16.1K Buy
128
+17
+15% +$2.09K ﹤0.01% 258
2024
Q3 		$11.6K Hold
111
– – ﹤0.01% 297
2024
Q2 		$10.8K Hold
111
– – ﹤0.01% 432
2024
Q1 		$10.5K Hold
111
– – ﹤0.01% 421
2023
Q4 		$10.4K Hold
111
– – ﹤0.01% 289
2023
Q3 		$9.06K Hold
111
– – ﹤0.01% 289
2023
Q2 		$9.48K Hold
111
– – ﹤0.01% 290
2023
Q1 		$9.75K Sell
111
-45
-29% -$4.2K ﹤0.01% 304
2022
Q4 		$13.3K Hold
156
– – 0.01% 247
2022
Q3 		$12.3K Hold
156
– – 0.01% 251
2022
Q2 		$11.9K Hold
156
– – 0.01% 266
2022
Q1 		$13.6K Sell
156
-94
-38% -$9.07K 0.01% 252
2021
Q4 		$24.5K Sell
250
-43
-15% -$4.28K 0.01% 197
2021
Q3 		$28.5K Sell
293
-111
-27% -$11K 0.01% 167
2021
Q2 		$37K Hold
404
– – 0.01% 154
2021
Q1 		$31.4K Sell
404
-5
-1% -$383 0.01% 161
2020
Q4 		$28K Buy
409
+93
+29% +$5.34K 0.01% 162
2020
Q3 		$15.3K Buy
316
+160
+103% +$8.06K 0.01% 198
2020
Q2 		$7.54K Buy
156
+8
+5% +$336 ﹤0.01% 253
2020
Q1 		$5.03K Sell
148
-748
-83% -$35.2K ﹤0.01% 280
2019
Q4 		$45.8K Hold
896
– – 0.02% 133
2019
Q3 		$38.2K Buy
+896
New +$38.3K 0.01% 150
2019
Q2 		– Sell
-101
Closed -$4.26K – 1142
2019
Q1 		$4.26K Hold
101
– – ﹤0.01% 248
2018
Q4 		$4K Hold
101
– – ﹤0.01% 264
2018
Q3 		$4.7K Hold
101
– – ﹤0.01% 268
2018
Q2 		$4.79K Hold
101
– – ﹤0.01% 250
2018
Q1 		$5.45K Buy
+101
New +$5.59K ﹤0.01% 241
2017
Q1 		– Sell
-36
Closed -$1.52K – 677
2016
Q4 		$1.52K Hold
36
– – ﹤0.01% 321
2016
Q3 		$1.15K Hold
36
– – ﹤0.01% 379
2016
Q2 		$935 Hold
36
– – ﹤0.01% 424
2016
Q1 		$900 Hold
36
– – ﹤0.01% 424
2015
Q4 		$1.15K Hold
36
– – ﹤0.01% 359
2015
Q3 		$1.13K Hold
36
– – ﹤0.01% 358
2015
Q2 		$1.4K Hold
36
– – ﹤0.01% 321
2015
Q1 		$1.28K Hold
36
– – ﹤0.01% 333
2014
Q4 		$1.4K Hold
36
– – ﹤0.01% 291
2014
Q3 		$1.25K Buy
+36
New +$1.2K ﹤0.01% 301
2014
Q1 		– Sell
-36
Closed -$1.4K – 560
2013
Q4 		$1.4K Buy
+36
New +$1.07K ﹤0.01% 291

Other funds holding MS

Robeco Institutional Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's MS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Morgan Stanley (MS) stake by 2.1% in Q2 2026, selling an estimated $594 and leaving 143 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in MS in Q4 2013 and has held it in 44 quarters since. The position peaked at $45.8K in Q4 2019. 975 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 143 shares of Morgan Stanley worth $29.9K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC sold 3 Morgan Stanley shares in Q2 2026, an estimated $594.
  • Morgan Stanley made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #229 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Morgan Stanley in Q4 2013 and has held it in 44 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Morgan Stanley position peaked at $45.8K in Q4 2019.
  • 975 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.