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
2024
Q4 		– Sell
-100
Closed -$1.03K – 3059
2024
Q3 		$1.03K Hold
100
– – ﹤0.01% 2777
2024
Q2 		$699 Buy
+100
New +$9.52K ﹤0.01% 2595

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AAMU
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DLA
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Handelsbanken Fonder
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
BG
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.