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Aspen Wealth Strategies’s Morgan Stanley MS Stock Holding History

Aspen Wealth Strategies’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 		$553K Hold
2,647
– – 0.27% 51
2026
Q1 		$436K Sell
2,647
-151
-5% -$26.1K 0.23% 60
2025
Q4 		$497K Sell
2,798
-20
-0.7% -$3.34K 0.27% 53
2025
Q3 		$448K Buy
2,818
+119
+4% +$17.6K 0.25% 56
2025
Q2 		$380K Buy
2,699
+96
+4% +$11.8K 0.23% 56
2025
Q1 		$304K Hold
2,603
– – 0.2% 64
2024
Q4 		$327K Sell
2,603
-59
-2% -$7.27K 0.21% 56
2024
Q3 		$277K Buy
+2,662
New +$268K 0.18% 73

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 $3.38T AUM 44.17% 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

Aspen Wealth Strategies's MS Position: Q2 2026 in Review

Aspen Wealth Strategies held its Morgan Stanley (MS) position steady in Q2 2026 at 2,647 shares worth $553K. The position accounts for 0.27% of the portfolio, ranked #51.

Aspen Wealth Strategies first reported a position in MS in Q3 2024 and has held it in 8 quarters since. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Aspen Wealth Strategies held 2,647 shares of Morgan Stanley worth $553K as of Q2 2026.
  • Aspen Wealth Strategies left its Morgan Stanley share count unchanged in Q2 2026.
  • Morgan Stanley made up 0.27% of Aspen Wealth Strategies's portfolio in Q2 2026, its #51 holding.
  • Aspen Wealth Strategies first reported a position in Morgan Stanley in Q3 2024 and has held it in 8 quarters since.
  • 2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.