Allied Private Wealth’s Morgan Stanley MS Stock Holding History

Allied Private Wealth’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	$311K	Buy	+1,423	New	+$282K	0.2%	91

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

Allied Private Wealth's MS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Morgan Stanley (MS) in Q2 2026: 1,423 shares worth $311K. The stake represents 0.2% of the portfolio and ranks #91 among its holdings.

2,729 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Allied Private Wealth held 1,423 shares of Morgan Stanley worth $311K as of Q2 2026.
Morgan Stanley was a new Allied Private Wealth position in Q2 2026.
Morgan Stanley made up 0.2% of Allied Private Wealth's portfolio in Q2 2026, its #91 holding.
2,729 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.