Worth Asset Management’s Morgan Stanley MS Stock Holding History

Worth Asset Management’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	$258K	Buy	+1,234	New	+$244K	0.08%	163
2025 Q2	–	Sell	-11,390	Closed	-$1.33M	–	160
2025 Q1	$1.33M	Sell	11,390 -526	-4%	-$67.8K	0.73%	37
2024 Q4	$1.5M	Buy	+11,916	New	+$1.47M	0.8%	31
2023 Q3	–	Sell	-191	Closed	-$16.3K	–	287
2023 Q2	$16.3K	Buy	191 +121	+173%	+$10.3K	0.01%	261
2023 Q1	$6.15K	Hold	70	–	–	﹤0.01%	357
2022 Q4	$5.95K	Hold	70	–	–	﹤0.01%	347
2022 Q3	$6K	Hold	70	–	–	﹤0.01%	332
2022 Q2	$5K	Hold	70	–	–	﹤0.01%	411
2022 Q1	$6K	Buy	+70	New	+$6.75K	﹤0.01%	385

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Worth Asset Management's MS Position: Q2 2026 in Review

Worth Asset Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,234 shares worth $258K. The stake represents 0.08% of the portfolio and ranks #163 among its holdings. This is a return to the name: Worth Asset Management previously reported a position in MS as recently as Q1 2025.

Worth Asset Management first reported a position in MS in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2024. 458 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Worth Asset Management held 1,234 shares of Morgan Stanley worth $258K as of Q2 2026.
Morgan Stanley was a new Worth Asset Management position in Q2 2026.
Morgan Stanley made up 0.08% of Worth Asset Management's portfolio in Q2 2026, its #163 holding.
Worth Asset Management first reported a position in Morgan Stanley in Q1 2022 and has held it in 9 quarters since.
Worth Asset Management's Morgan Stanley position peaked at $1.5M in Q4 2024.
458 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.