Ankerstar Wealth’s Morgan Stanley MS Stock Holding History

Ankerstar 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	$8.36K	Hold	40	–	–	0.01%	297
2026 Q1	$6.58K	Hold	40	–	–	0.01%	295
2025 Q4	$7.1K	Buy	+40	New	+$6.67K	0.01%	311

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

Ankerstar Wealth's MS Position: Q2 2026 in Review

Ankerstar Wealth held its Morgan Stanley (MS) position steady in Q2 2026 at 40 shares worth $8.36K. The position accounts for 0.01% of the portfolio, ranked #297.

Ankerstar Wealth first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

Ankerstar Wealth held 40 shares of Morgan Stanley worth $8.36K as of Q2 2026.
Ankerstar Wealth left its Morgan Stanley share count unchanged in Q2 2026.
Morgan Stanley made up 0.01% of Ankerstar Wealth's portfolio in Q2 2026, its #297 holding.
Ankerstar Wealth first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Ankerstar Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.