AWM
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Apollon Wealth Management’s Morgan Stanley MS Stock Holding History

Apollon 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 		$24.9M Buy
119,174
+2,866
+2% +$568K 0.3% 64
2026
Q1 		$19.1M Buy
116,308
+33,108
+40% +$5.73M 0.31% 64
2025
Q4 		$14.8M Buy
83,200
+1,255
+2% +$209K 0.26% 77
2025
Q3 		$13M Sell
81,945
-413
-0.5% -$61K 0.23% 86
2025
Q2 		$11.6M Buy
82,358
+9,674
+13% +$1.19M 0.23% 85
2025
Q1 		$8.48M Buy
72,684
+38,355
+112% +$4.94M 0.19% 106
2024
Q4 		$4.32M Buy
34,329
+2,673
+8% +$329K 0.1% 183
2024
Q3 		$3.3M Buy
31,656
+1,258
+4% +$127K 0.09% 195
2024
Q2 		$2.95M Buy
30,398
+316
+1% +$30.1K 0.09% 206
2024
Q1 		$2.83M Buy
30,082
+4,488
+18% +$395K 0.09% 208
2023
Q4 		$2.39M Buy
25,594
+3,376
+15% +$270K 0.08% 222
2023
Q3 		$1.81M Sell
22,218
-1,306
-6% -$113K 0.09% 214
2023
Q2 		$2.01M Buy
23,524
+1,226
+5% +$105K 0.1% 211
2023
Q1 		$1.96M Buy
22,298
+287
+1% +$26.8K 0.12% 181
2022
Q4 		$1.87M Buy
22,011
+1,833
+9% +$156K 0.13% 165
2022
Q3 		$1.59M Buy
20,178
+5,370
+36% +$453K 0.13% 166
2022
Q2 		$1.13M Buy
14,808
+663
+5% +$54.3K 0.09% 233
2022
Q1 		$1.24M Buy
14,145
+3,248
+30% +$313K 0.09% 238
2021
Q4 		$1.07M Buy
10,897
+2,815
+35% +$280K 0.08% 265
2021
Q3 		$786K Buy
8,082
+4,090
+102% +$405K 0.11% 177
2021
Q2 		$366K Sell
3,992
-443
-10% -$38K 0.07% 254
2021
Q1 		$344K Buy
+4,435
New +$340K 0.07% 250
2020
Q3 		– Sell
-865
Closed -$42K – 492
2020
Q2 		$42K Buy
+865
New +$36.3K 0.02% 272

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

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

Apollon Wealth Management increased its Morgan Stanley (MS) stake by 2.5% in Q2 2026, buying an estimated $568K and bringing the position to 119,174 shares worth $24.9M. The position accounts for 0.3% of the portfolio, ranked #64.

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

  • Apollon Wealth Management held 119,174 shares of Morgan Stanley worth $24.9M as of Q2 2026.
  • Apollon Wealth Management bought 2,866 Morgan Stanley shares in Q2 2026, an estimated $568K.
  • Morgan Stanley made up 0.3% of Apollon Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Apollon Wealth Management first reported a position in Morgan Stanley in Q2 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 Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.