Wealth Enhancement Trust Services
MS icon

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
Q3 		$89.2K Sell
474
-1,702
-78% -$362K 0.01% 373
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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Wealth Enhancement Trust Services's MS Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Morgan Stanley (MS) stake by 78% in Q3 2026, selling an estimated $362K and leaving 474 shares worth $89.2K. The position accounts for 0.01% of the portfolio, ranked #373.

Wealth Enhancement Trust Services first reported a position in MS in Q4 2025 and has held it in 4 quarters since. The position peaked at $455K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Wealth Enhancement Trust Services held 474 shares of Morgan Stanley worth $89.2K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 1,702 Morgan Stanley shares in Q3 2026, an estimated $362K.
  • Morgan Stanley made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #373 holding.
  • Wealth Enhancement Trust Services first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Morgan Stanley position peaked at $455K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.