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Alteri Wealth’s Morgan Stanley MS Stock Holding History

Alteri 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 		$481K Sell
2,299
-24
-1% -$4.75K 0.13% 174
2026
Q1 		$382K Buy
2,323
+14
+0.6% +$2.42K 0.12% 192
2025
Q4 		$410K Buy
2,309
+7
+0.3% +$1.17K 0.13% 182
2025
Q3 		$366K Buy
2,302
+25
+1% +$3.69K 0.13% 184
2025
Q2 		$321K Buy
2,277
+83
+4% +$10.2K 0.12% 189
2025
Q1 		$256K Sell
2,194
-231
-10% -$29.8K 0.11% 208
2024
Q4 		$305K Buy
+2,425
New +$299K 0.08% 177

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

Alteri Wealth's MS Position: Q2 2026 in Review

Alteri Wealth reduced its Morgan Stanley (MS) stake by 1% in Q2 2026, selling an estimated $4.75K and leaving 2,299 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #174.

Alteri Wealth first reported a position in MS in Q4 2024 and has held it in 7 quarters since. 2,737 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Alteri Wealth held 2,299 shares of Morgan Stanley worth $481K as of Q2 2026.
  • Alteri Wealth sold 24 Morgan Stanley shares in Q2 2026, an estimated $4.75K.
  • Morgan Stanley made up 0.13% of Alteri Wealth's portfolio in Q2 2026, its #174 holding.
  • Alteri Wealth first reported a position in Morgan Stanley in Q4 2024 and has held it in 7 quarters since.
  • 2,737 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.