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

Wealth Enhancement Trust 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 		$455K Sell
2,176
-456
-17% -$90.3K 0.05% 216
2026
Q1 		$433K Buy
2,632
+1,937
+279% +$335K 0.05% 213
2025
Q4 		$123K Buy
+695
New +$116K 0.02% 305

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Geode Capital Management
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Fisher Asset Management
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Capital Research Global Investors
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Norges Bank
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Capital World Investors
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Bank of New York Mellon
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Wealth Enhancement Trust Services's MS Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its Morgan Stanley (MS) stake by 17% in Q2 2026, selling an estimated $90.3K and leaving 2,176 shares worth $455K. The position accounts for 0.05% of the portfolio, ranked #216.

Wealth Enhancement Trust Services first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,138 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,176 shares of Morgan Stanley worth $455K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 456 Morgan Stanley shares in Q2 2026, an estimated $90.3K.
  • Morgan Stanley made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #216 holding.
  • Wealth Enhancement Trust Services first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 2,138 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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