AWM
MS icon

Activest Wealth Management’s Morgan Stanley MS Stock Holding History

Activest 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 		$50.9K Sell
244
-379
-61% -$75.1K 0.01% 275
2026
Q1 		$103K Buy
623
+232
+59% +$40.2K 0.02% 231
2025
Q4 		$69.4K Sell
391
-124
-24% -$20.7K 0.01% 271
2025
Q3 		$81.9K Buy
515
+23
+5% +$3.4K 0.02% 204
2025
Q2 		$69.3K Sell
492
-313
-39% -$38.4K 0.02% 168
2025
Q1 		$93.9K Buy
805
+314
+64% +$40.5K 0.03% 138
2024
Q4 		$61.7K Buy
491
+6
+1% +$739 0.02% 156
2024
Q3 		$50.6K Hold
485
– – 0.02% 175
2024
Q2 		$47.1K Buy
+485
New +$46.2K 0.02% 173
2022
Q3 		– Sell
-1
Closed – – 558
2022
Q2 		$0 Hold
1
– – ﹤0.01% 387
2022
Q1 		$0 Hold
1
– – ﹤0.01% 358
2021
Q4 		$0 Buy
+1
New +$100 ﹤0.01% 375
2021
Q3 		– Sell
-90
Closed -$8K – 404
2021
Q2 		$8K Buy
+90
New +$7.72K 0.01% 223

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

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

Activest Wealth Management reduced its Morgan Stanley (MS) stake by 61% in Q2 2026, selling an estimated $75.1K and leaving 244 shares worth $50.9K. The position accounts for 0.01% of the portfolio, ranked #275.

Activest Wealth Management first reported a position in MS in Q2 2021 and has held it in 13 quarters since. The position peaked at $103K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Activest Wealth Management held 244 shares of Morgan Stanley worth $50.9K as of Q2 2026.
  • Activest Wealth Management sold 379 Morgan Stanley shares in Q2 2026, an estimated $75.1K.
  • Morgan Stanley made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Activest Wealth Management first reported a position in Morgan Stanley in Q2 2021 and has held it in 13 quarters since.
  • Activest Wealth Management's Morgan Stanley position peaked at $103K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.