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Axis Wealth Partners’s Morgan Stanley MS Stock Holding History

Axis 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 		– Sell
-1,360
Closed -$224K – 194
2026
Q1 		$224K Buy
1,360
+37
+3% +$6.41K 0.12% 165
2025
Q4 		$235K Sell
1,323
-26
-2% -$4.34K 0.13% 151
2025
Q3 		$215K Buy
+1,349
New +$199K 0.13% 154

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

Axis Wealth Partners's MS Position: Q2 2026 in Review

Axis Wealth Partners sold out of Morgan Stanley (MS) in Q2 2026, closing a stake of 1,360 shares — an estimated $224K sold.

Axis Wealth Partners first reported a position in MS in Q3 2025 and held it in 3 quarters. The position peaked at $235K in Q4 2025. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Axis Wealth Partners reported no remaining Morgan Stanley position as of Q2 2026 after selling out during the quarter.
  • Axis Wealth Partners sold 1,360 Morgan Stanley shares in Q2 2026, an estimated $224K.
  • Axis Wealth Partners first reported a position in Morgan Stanley in Q3 2025 and held it in 3 quarters.
  • Axis Wealth Partners's Morgan Stanley position peaked at $235K in Q4 2025.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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