Wealth Enhancement Advisory Services
MS icon

Wealth Enhancement Advisory Services’s Morgan Stanley MS Stock Holding History

Wealth Enhancement Advisory Services’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 		$111M Buy
732,899
+2,817
+0.4% +$599K 0.16% 107
2026
Q2 		$130M Buy
730,082
+30,372
+4% +$6.01M 0.22% 80
2026
Q1 		$92.8M Sell
699,710
-271,746
-28% -$47M 0.19% 101
2025
Q4 		$183M Sell
971,456
-8,407
-0.9% -$1.4M 0.25% 71
2025
Q3 		$153M Sell
979,863
-2,355
-0.2% -$348K 0.23% 83
2025
Q2 		$142M Buy
982,218
+12,298
+1% +$1.51M 0.23% 81
2025
Q1 		$113M Sell
969,920
-4,727
-0.5% -$609K 0.22% 88
2024
Q4 		$123M Buy
974,647
+1,584
+0.2% +$195K 0.23% 83
2024
Q3 		$101M Buy
973,063
+25,158
+3% +$2.53M 0.22% 95
2024
Q2 		$92.1M Buy
947,905
+8,840
+0.9% +$841K 0.22% 95
2024
Q1 		$88.4M Buy
939,065
+35,114
+4% +$3.09M 0.23% 92
2023
Q4 		$84.3M Sell
903,951
-144,248
-14% -$11.5M 0.24% 88
2023
Q3 		$85.6M Buy
1,048,199
+1,044,675
+29,645% +$90.7M 0.28% 79
2023
Q2 		$301K Sell
3,524
-106,858
-97% -$9.14M ﹤0.01% 437
2023
Q1 		$9.7M Buy
+110,382
New +$10.3M 0.11% 93
2021
Q4 		– Sell
-13,507
Closed -$1.4M – 323
2021
Q3 		$1.4M Buy
+13,507
New +$1.34M 0.02% 172
2020
Q2 		– Sell
-47,104
Closed -$1.87M – 241
2020
Q1 		$1.87M Buy
+47,104
New +$2.22M 0.07% 114
2017
Q2 		– Sell
-29,602
Closed -$1.25M – 175
2017
Q1 		$1.25M Buy
29,602
+9,764
+49% +$433K 0.13% 76
2016
Q4 		$838K Buy
+19,838
New +$750K 0.1% 99
2016
Q3 		– Sell
-47,514
Closed -$1.23M – 168
2016
Q2 		$1.23M Buy
47,514
+6,501
+16% +$170K 0.22% 92
2016
Q1 		$1.02M Buy
41,013
+12,960
+46% +$331K 0.21% 106
2015
Q4 		$892K Buy
28,053
+4,076
+17% +$135K 0.23% 100
2015
Q3 		$791K Buy
23,977
+3,909
+19% +$142K 0.24% 94
2015
Q2 		$778K Buy
20,068
+742
+4% +$28.2K 0.24% 78
2015
Q1 		$690K Buy
19,326
+2,608
+16% +$93.6K 0.27% 78
2014
Q4 		$649K Buy
+16,718
New +$595K 0.26% 72

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services's MS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Morgan Stanley (MS) stake by 0.39% in Q3 2026, buying an estimated $599K and bringing the position to 732,899 shares worth $111M. The position accounts for 0.16% of the portfolio, ranked #107.

Wealth Enhancement Advisory Services first reported a position in MS in Q4 2014 and has held it in 26 quarters since. The position peaked at $183M in Q4 2025. 841 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 732,899 shares of Morgan Stanley worth $111M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 2,817 Morgan Stanley shares in Q3 2026, an estimated $599K.
  • Morgan Stanley made up 0.16% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #107 holding.
  • Wealth Enhancement Advisory Services first reported a position in Morgan Stanley in Q4 2014 and has held it in 26 quarters since.
  • Wealth Enhancement Advisory Services's Morgan Stanley position peaked at $183M in Q4 2025.
  • 841 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.