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Alvarez & Marsal Private Wealth Partners’s Morgan Stanley MS Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$824K Sell
3,942
-1,856
-32% -$368K 0.11% 39
2026
Q1 		$954K Buy
5,798
+720
+14% +$125K 0.13% 41
2025
Q4 		$901K Buy
+5,078
New +$847K 0.17% 33

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

Alvarez & Marsal Private Wealth Partners's MS Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Morgan Stanley (MS) stake by 32% in Q2 2026, selling an estimated $368K and leaving 3,942 shares worth $824K. The position accounts for 0.11% of the portfolio, ranked #39.

Alvarez & Marsal Private Wealth Partners first reported a position in MS in Q4 2025 and has held it in 3 quarters since. The position peaked at $954K in Q1 2026. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 3,942 shares of Morgan Stanley worth $824K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 1,856 Morgan Stanley shares in Q2 2026, an estimated $368K.
  • Morgan Stanley made up 0.11% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #39 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Morgan Stanley position peaked at $954K in Q1 2026.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.