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 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	$9.69M	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

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Wealth Enhancement Advisory Services's MS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Morgan Stanley (MS) stake by 4.3% in Q2 2026, buying an estimated $6.01M and bringing the position to 730,082 shares worth $130M. The position accounts for 0.22% of the portfolio, ranked #80.

Wealth Enhancement Advisory Services first reported a position in MS in Q4 2014 and has held it in 25 quarters since. The position peaked at $183M in Q4 2025. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Wealth Enhancement Advisory Services held 730,082 shares of Morgan Stanley worth $130M as of Q2 2026.
Wealth Enhancement Advisory Services bought 30,372 Morgan Stanley shares in Q2 2026, an estimated $6.01M.
Morgan Stanley made up 0.22% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #80 holding.
Wealth Enhancement Advisory Services first reported a position in Morgan Stanley in Q4 2014 and has held it in 25 quarters since.
Wealth Enhancement Advisory Services's Morgan Stanley position peaked at $183M in Q4 2025.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.