Angeles Wealth Management’s Morgan Stanley MS Stock Holding History

Angeles 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	$1.6M	Sell	7,661 -9	-0.1%	-$1.78K	0.07%	111
2026 Q1	$1.26M	Buy	7,670 +1,202	+19%	+$208K	0.07%	109
2025 Q4	$1.15M	Buy	6,468 +625	+11%	+$104K	0.06%	126
2025 Q3	$929K	Buy	5,843 +61	+1%	+$9.01K	0.06%	117
2025 Q2	$814K	Buy	5,782 +817	+16%	+$100K	0.06%	126
2025 Q1	$579K	Buy	4,965 +524	+12%	+$67.5K	0.05%	129
2024 Q4	$558K	Buy	4,441 +763	+21%	+$94K	0.05%	133
2024 Q3	$383K	Sell	3,678 -56	-1%	-$5.64K	0.03%	161
2024 Q2	$363K	Sell	3,734 -245	-6%	-$23.3K	0.03%	155
2024 Q1	$375K	Buy	3,979 +1,190	+43%	+$105K	0.04%	149
2023 Q4	$260K	Buy	+2,789	New	+$223K	0.03%	165

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

Angeles Wealth Management's MS Position: Q2 2026 in Review

Angeles Wealth Management reduced its Morgan Stanley (MS) stake by 0.12% in Q2 2026, selling an estimated $1.78K and leaving 7,661 shares worth $1.6M. The position accounts for 0.07% of the portfolio, ranked #111.

Angeles Wealth Management first reported a position in MS in Q4 2023 and has held it in 11 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Angeles Wealth Management held 7,661 shares of Morgan Stanley worth $1.6M as of Q2 2026.
Angeles Wealth Management sold 9 Morgan Stanley shares in Q2 2026, an estimated $1.78K.
Morgan Stanley made up 0.07% of Angeles Wealth Management's portfolio in Q2 2026, its #111 holding.
Angeles Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.