Alpine Bank Wealth Management’s Morgan Stanley MS Stock Holding History

Alpine Bank 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	$219K	Buy	+1,050	New	+$208K	0.03%	164
2025 Q4	–	Sell	-1,050	Closed	-$167K	–	305
2025 Q3	$167K	Hold	1,050	–	–	0.02%	168
2025 Q2	$148K	Sell	1,050 -210	-17%	-$25.8K	0.02%	166
2025 Q1	$147K	Buy	+1,260	New	+$162K	0.02%	160
2024 Q3	$131K	Buy	+1,260	New	+$127K	0.02%	173

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Alpine Bank Wealth Management's MS Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 1,050 shares worth $219K. The stake represents 0.03% of the portfolio and ranks #164 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in MS as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in MS in Q3 2024 and has held it in 5 quarters since. 1,736 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Alpine Bank Wealth Management held 1,050 shares of Morgan Stanley worth $219K as of Q2 2026.
Morgan Stanley was a new Alpine Bank Wealth Management position in Q2 2026.
Morgan Stanley made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #164 holding.
Alpine Bank Wealth Management first reported a position in Morgan Stanley in Q3 2024 and has held it in 5 quarters since.
1,736 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.