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Advus Financial Partners, LLC’s Morgan Stanley MS Stock Holding History

Advus Financial Partners, LLC’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 		$419K Sell
2,003
-52
-3% -$10.3K 0.1% 151
2026
Q1 		$338K Sell
2,055
-25
-1% -$4.33K 0.08% 173
2025
Q4 		$369K Sell
2,080
-359
-15% -$59.9K 0.09% 162
2025
Q3 		$388K Sell
2,439
-107
-4% -$15.8K 0.09% 154
2025
Q2 		$359K Buy
2,546
+43
+2% +$5.28K 0.09% 168
2025
Q1 		$292K Sell
2,503
-143
-5% -$18.4K 0.08% 174
2024
Q4 		$333K Sell
2,646
-215
-8% -$26.5K 0.09% 149
2024
Q3 		$298K Sell
2,861
-145
-5% -$14.6K 0.09% 155
2024
Q2 		$292K Sell
3,006
-137
-4% -$13K 0.09% 147
2024
Q1 		$296K Sell
3,143
-121
-4% -$10.7K 0.09% 148
2023
Q4 		$304K Sell
3,264
-113
-3% -$9.04K 0.1% 132
2023
Q3 		$276K Buy
3,377
+414
+14% +$35.9K 0.11% 109
2023
Q2 		$253K Sell
2,963
-435
-13% -$37.2K 0.1% 128
2023
Q1 		$298K Buy
3,398
+352
+12% +$32.9K 0.12% 102
2022
Q4 		$259K Sell
3,046
-1,050
-26% -$89.5K 0.11% 120
2022
Q3 		$324K Sell
4,096
-21
-0.5% -$1.77K 0.17% 84
2022
Q2 		$313K Buy
4,117
+644
+19% +$52.8K 0.17% 85
2022
Q1 		$304K Buy
+3,473
New +$335K 0.15% 89
2021
Q3 		$312K Buy
+3,181
New +$315K 0.17% 70

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Advus Financial Partners, LLC's MS Position: Q2 2026 in Review

Advus Financial Partners, LLC reduced its Morgan Stanley (MS) stake by 2.5% in Q2 2026, selling an estimated $10.3K and leaving 2,003 shares worth $419K. The position accounts for 0.1% of the portfolio, ranked #151.

Advus Financial Partners, LLC first reported a position in MS in Q3 2021 and has held it in 19 quarters since. 2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Advus Financial Partners, LLC held 2,003 shares of Morgan Stanley worth $419K as of Q2 2026.
  • Advus Financial Partners, LLC sold 52 Morgan Stanley shares in Q2 2026, an estimated $10.3K.
  • Morgan Stanley made up 0.1% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #151 holding.
  • Advus Financial Partners, LLC first reported a position in Morgan Stanley in Q3 2021 and has held it in 19 quarters since.
  • 2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.