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Wealthcare Advisory Partners’s Morgan Stanley MS Stock Holding History

Wealthcare Advisory Partners’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 		$2.31M Sell
11,043
-7,094
-39% -$1.4M 0.04% 326
2026
Q1 		$2.98M Buy
18,137
+1,228
+7% +$213K 0.06% 274
2025
Q4 		$3M Buy
16,909
+1,063
+7% +$177K 0.06% 271
2025
Q3 		$2.52M Buy
15,846
+316
+2% +$46.7K 0.05% 288
2025
Q2 		$2.19M Buy
15,530
+1,157
+8% +$142K 0.05% 307
2025
Q1 		$1.68M Buy
14,373
+11,338
+374% +$1.46M 0.05% 325
2024
Q4 		$382K Buy
3,035
+416
+16% +$51.2K 0.01% 639
2024
Q3 		$273K Buy
2,619
+201
+8% +$20.2K 0.01% 747
2024
Q2 		$235K Buy
2,418
+47
+2% +$4.47K 0.01% 745
2024
Q1 		$223K Buy
+2,371
New +$209K 0.01% 743
2023
Q2 		– Sell
-12,326
Closed -$1.08M – 742
2023
Q1 		$1.08M Buy
12,326
+359
+3% +$33.5K 0.05% 276
2022
Q4 		$1.02M Buy
11,967
+474
+4% +$40.4K 0.05% 274
2022
Q3 		$908K Sell
11,493
-1,486
-11% -$125K 0.05% 249
2022
Q2 		$987K Buy
12,979
+61
+0.5% +$5K 0.06% 209
2022
Q1 		$1.13M Buy
12,918
+404
+3% +$39K 0.07% 174
2021
Q4 		$1.23M Buy
12,514
+309
+3% +$30.8K 0.07% 167
2021
Q3 		$1.19M Buy
12,205
+150
+1% +$14.9K 0.08% 165
2021
Q2 		$1.1M Sell
12,055
-1,999
-14% -$171K 0.07% 182
2021
Q1 		$1.09M Sell
14,054
-2,088
-13% -$160K 0.08% 166
2020
Q4 		$1.11M Sell
16,142
-2,495
-13% -$143K 0.1% 132
2020
Q3 		$901K Buy
18,637
+126
+0.7% +$6.35K 0.1% 133
2020
Q2 		$894K Sell
18,511
-4,142
-18% -$174K 0.11% 114
2020
Q1 		$770K Buy
22,653
+22,227
+5,218% +$1.05M 0.11% 113
2019
Q4 		$22K Sell
426
-98
-19% -$4.64K ﹤0.01% 743
2019
Q3 		$22K Sell
524
-93
-15% -$3.98K ﹤0.01% 722
2019
Q2 		$27K Sell
617
-6
-1% -$268 ﹤0.01% 652
2019
Q1 		$26K Sell
623
-408
-40% -$17.2K ﹤0.01% 599
2018
Q4 		$41K Buy
1,031
+2
+0.2% +$87 0.01% 473
2018
Q3 		$48K Buy
1,029
+2
+0.2% +$98 0.01% 481
2018
Q2 		$49K Buy
1,027
+150
+17% +$7.84K 0.01% 468
2018
Q1 		$47K Buy
877
+379
+76% +$21K 0.01% 408
2017
Q4 		$26K Buy
498
+44
+10% +$2.23K 0.01% 485
2017
Q3 		$22K Buy
454
+452
+22,600% +$21K 0.01% 415
2017
Q2 		$0 Hold
2
– – ﹤0.01% 124
2017
Q1 		$0 Hold
2
– – ﹤0.01% 128
2016
Q4 		$0 Hold
2
– – ﹤0.01% 118
2016
Q3 		$0 Hold
2
– – ﹤0.01% 113
2016
Q2 		$0 Buy
+2
New +$52 ﹤0.01% 125

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Wealthcare Advisory Partners's MS Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Morgan Stanley (MS) stake by 39% in Q2 2026, selling an estimated $1.4M and leaving 11,043 shares worth $2.31M. The position accounts for 0.04% of the portfolio, ranked #326.

Wealthcare Advisory Partners first reported a position in MS in Q2 2016 and has held it in 38 quarters since. The position peaked at $3M in Q4 2025. 607 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Wealthcare Advisory Partners held 11,043 shares of Morgan Stanley worth $2.31M as of Q2 2026.
  • Wealthcare Advisory Partners sold 7,094 Morgan Stanley shares in Q2 2026, an estimated $1.4M.
  • Morgan Stanley made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #326 holding.
  • Wealthcare Advisory Partners first reported a position in Morgan Stanley in Q2 2016 and has held it in 38 quarters since.
  • Wealthcare Advisory Partners's Morgan Stanley position peaked at $3M in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.