AWM
MS icon

Axxcess Wealth Management’s Morgan Stanley MS Stock Holding History

Axxcess 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 		$16.3M Buy
+77,827
New +$15.4M 0.26% 82
2026
Q1 		– Sell
-78,762
Closed -$14M – 768
2025
Q4 		$14M Buy
78,762
+16,715
+27% +$2.79M 0.24% 80
2025
Q3 		$9.86M Buy
62,047
+3,392
+6% +$501K 0.21% 89
2025
Q2 		$8.26M Buy
58,655
+29,704
+103% +$3.65M 0.19% 102
2025
Q1 		$3.38M Sell
28,951
-3,954
-12% -$509K 0.09% 178
2024
Q4 		$4.14M Sell
32,905
-1,577
-5% -$194K 0.1% 156
2024
Q3 		$3.59M Sell
34,482
-783
-2% -$78.9K 0.09% 175
2024
Q2 		$3.43M Buy
35,265
+5,679
+19% +$541K 0.09% 178
2024
Q1 		$2.79M Sell
29,586
-158
-0.5% -$13.9K 0.08% 200
2023
Q4 		$2.77M Sell
29,744
-10,390
-26% -$831K 0.08% 194
2023
Q3 		$3.28M Sell
40,134
-11,159
-22% -$969K 0.11% 140
2023
Q2 		$4.38M Buy
51,293
+23,169
+82% +$1.98M 0.32% 73
2023
Q1 		$2.47M Sell
28,124
-28
-0.1% -$2.61K 0.19% 113
2022
Q4 		$2.39M Sell
28,152
-724
-3% -$61.7K 0.2% 109
2022
Q3 		$2.28M Buy
28,876
+3,216
+13% +$271K 0.22% 95
2022
Q2 		$1.95M Buy
25,660
+812
+3% +$66.5K 0.18% 113
2022
Q1 		$2.17M Sell
24,848
-39,063
-61% -$3.77M 0.17% 115
2021
Q4 		$6.27M Buy
+63,911
New +$6.37M 0.46% 47

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

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

Axxcess Wealth Management opened a new position in Morgan Stanley (MS) in Q2 2026: 77,827 shares worth $16.3M. The stake represents 0.26% of the portfolio and ranks #82 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in MS as recently as Q4 2025.

Axxcess Wealth Management first reported a position in MS in Q4 2021 and has held it in 18 quarters since. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Axxcess Wealth Management held 77,827 shares of Morgan Stanley worth $16.3M as of Q2 2026.
  • Morgan Stanley was a new Axxcess Wealth Management position in Q2 2026.
  • Morgan Stanley made up 0.26% of Axxcess Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Axxcess Wealth Management first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

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