49 Wealth Management’s Morgan Stanley MS Stock Holding History

49 Wealth 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	$329K	Sell	1,576 -1,514	-49%	-$300K	0.06%	130
2026 Q1	$508K	Buy	3,090 +1,304	+73%	+$226K	0.04%	116
2025 Q4	$317K	Buy	1,786 +44	+3%	+$7.34K	0.03%	147
2025 Q3	$277K	Buy	1,742 +97	+6%	+$14.3K	0.03%	156
2025 Q2	$232K	Buy	+1,645	New	+$202K	0.02%	157
2024 Q4	–	Sell	-1,963	Closed	-$205K	–	183
2024 Q3	$205K	Buy	+1,963	New	+$198K	0.03%	161

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

49 Wealth Management's MS Position: Q2 2026 in Review

49 Wealth Management reduced its Morgan Stanley (MS) stake by 49% in Q2 2026, selling an estimated $300K and leaving 1,576 shares worth $329K. The position accounts for 0.06% of the portfolio, ranked #130.

49 Wealth Management first reported a position in MS in Q3 2024 and has held it in 6 quarters since. The position peaked at $508K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

49 Wealth Management held 1,576 shares of Morgan Stanley worth $329K as of Q2 2026.
49 Wealth Management sold 1,514 Morgan Stanley shares in Q2 2026, an estimated $300K.
Morgan Stanley made up 0.06% of 49 Wealth Management's portfolio in Q2 2026, its #130 holding.
49 Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 6 quarters since.
49 Wealth Management's Morgan Stanley position peaked at $508K in Q1 2026.
2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.