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Altus Wealth Group’s Morgan Stanley MS Stock Holding History

Altus Wealth Group’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 		$586K Sell
2,803
-180
-6% -$35.6K 0.21% 86
2026
Q1 		$491K Sell
2,983
-242
-8% -$41.9K 0.2% 84
2025
Q4 		$573K Sell
3,225
-121
-4% -$20.2K 0.23% 80
2025
Q3 		$532K Sell
3,346
-58
-2% -$8.56K 0.22% 83
2025
Q2 		$479K Sell
3,404
-127
-4% -$15.6K 0.21% 85
2025
Q1 		$412K Buy
3,531
+54
+2% +$6.96K 0.19% 93
2024
Q4 		$437K Sell
3,477
-100
-3% -$12.3K 0.19% 98
2024
Q3 		$373K Sell
3,577
-68
-2% -$6.85K 0.16% 101
2024
Q2 		$354K Sell
3,645
-97
-3% -$9.23K 0.18% 97
2024
Q1 		$352K Sell
3,742
-66
-2% -$5.81K 0.18% 107
2023
Q4 		$355K Buy
3,808
+29
+0.8% +$2.32K 0.2% 102
2023
Q3 		$309K Sell
3,779
-28
-0.7% -$2.43K 0.2% 102
2023
Q2 		$325K Sell
3,807
-95
-2% -$8.13K 0.2% 108
2023
Q1 		$343K Buy
3,902
+5
+0.1% +$467 0.23% 99
2022
Q4 		$331K Sell
3,897
-21
-0.5% -$1.79K 0.25% 96
2022
Q3 		$381K Hold
3,918
– – 0.38% 67
2022
Q2 		$381K Sell
3,918
-40
-1% -$3.28K 0.38% 67
2022
Q1 		$346K Buy
3,958
+35
+0.9% +$3.38K 0.28% 75
2021
Q4 		$385K Buy
3,923
+5
+0.1% +$498 0.32% 71
2021
Q3 		$381K Buy
3,918
+18
+0.5% +$1.78K 0.38% 67
2021
Q2 		$357K Sell
3,900
-28
-0.7% -$2.4K 0.35% 70
2021
Q1 		$325K Sell
3,928
-261
-6% -$20K 0.32% 73
2020
Q4 		$287K Buy
+4,189
New +$240K 0.27% 76

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

Altus Wealth Group's MS Position: Q2 2026 in Review

Altus Wealth Group reduced its Morgan Stanley (MS) stake by 6% in Q2 2026, selling an estimated $35.6K and leaving 2,803 shares worth $586K. The position accounts for 0.21% of the portfolio, ranked #86.

Altus Wealth Group first reported a position in MS in Q4 2020 and has held it in 23 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Altus Wealth Group held 2,803 shares of Morgan Stanley worth $586K as of Q2 2026.
  • Altus Wealth Group sold 180 Morgan Stanley shares in Q2 2026, an estimated $35.6K.
  • Morgan Stanley made up 0.21% of Altus Wealth Group's portfolio in Q2 2026, its #86 holding.
  • Altus Wealth Group first reported a position in Morgan Stanley in Q4 2020 and has held it in 23 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.